Library Technology Funding, Planning, and Deployment Edward Iglesias Stephen F Austin State University, USA A volume in the Advances in Library and Information Science (ALIS) Book Series Published in the United States of America by IGI Global Information Science Reference (an imprint of IGI Global) 701 E Chocolate Avenue Hershey PA 17033 Tel: 717-533-8845 Fax: 717-533-8661 E-mail: cust@igi-global.com Web site: http://www.igi-global.com Copyright © 2017 by IGI Global All rights reserved No part of this publication may be reproduced, stored or distributed in any form or by any means, electronic or mechanical, including photocopying, without written permission from the publisher Product or company names used in this set are for identification purposes only Inclusion of the names of the products or companies does not indicate a claim of ownership by IGI Global of the trademark or registered trademark Library of Congress Cataloging-in-Publication Data Names: Iglesias, Edward G., 1966- editor Title: Library technology funding, planning, and deployment / Edward Iglesias, editor Description: Hershey PA : Information Science Reference, [2017] | Includes bibliographical references and index Identifiers: LCCN 2016044778| ISBN 9781522517351 (hardcover) | ISBN 9781522517368 (ebook) Subjects: LCSH: Libraries Information technology | Libraries Information technology Purchasing | Academic libraries United States Case studies Classification: LCC Z678.9 L5187 2017 | DDC 025/.02 dc23 LC record available at https://lccn loc.gov/2016044778 This book is published in the IGI Global book series Advances in Library and Information Science (ALIS) (ISSN: 2326-4136; eISSN: 2326-4144) British Cataloguing in Publication Data A Cataloguing in Publication record for this book is available from the British Library All work contributed to this book is new, previously-unpublished material The views expressed in this book are those of the authors, but not necessarily of the publisher Advances in Library and Information Science (ALIS) Book Series ISSN:2326-4136 EISSN:2326-4144 Mission The Advances in Library and Information Science (ALIS) Book Series is comprised of high quality, research-oriented publications on the continuing developments and trends affecting the public, school, and academic fields, as well as specialized libraries and librarians globally These discussions on professional and organizational considerations in library and information resource development and management assist in showcasing the latest methodologies and tools in the field The ALIS Book Series aims to expand the body of library science literature by covering a wide range of topics affecting the profession and field at large The series also seeks to provide readers with an essential resource for uncovering the latest research in library and information science management, development, and technologies Coverage • Social networking technologies • Future of Computing in Libraries • Digitization Centers • Research Habits of Students and Faculty • University Libraries in Developing Countries • Partnerships in Library Communities • Semantic Web and Libraries • Patents/Trademark Services • Storage Facilities • Conservation IGI Global is currently accepting manuscripts for publication within this series To submit a proposal for a volume in this series, please contact our Acquisition Editors at Acquisitions@igi-global.com or visit: http://www.igi-global.com/publish/ The Advances in Library and Information Science (ALIS) Book Series (ISSN 2326-4136) is published by IGI Global, 701 E Chocolate Avenue, Hershey, PA 17033-1240, USA, www.igi-global.com This series is composed of titles available for purchase individually; each title is edited to be contextually exclusive from any other title within the series For pricing and ordering information please visit http://www.igi-global.com/book-series/advanceslibrary-information-science/73002 Postmaster: Send all address changes to above address Copyright © 2017 IGI Global All rights, including translation in other languages reserved by the publisher No part of this series may be reproduced or used in any form or by any means – graphics, electronic, or mechanical, including photocopying, recording, taping, or information and retrieval systems – without written permission from the publisher, except for non commercial, educational use, including classroom teaching purposes The views expressed in this series are those of the authors, but not necessarily of IGI Global Titles in this Series For a list of additional titles in this series, please visit: www.igi-global.com Academic Library Development and Administration in China Lian Ruan (Illinois Fire Service Institute at the University of Illinois at Urbana-Champaign, USA) Qiang Zhu (Peking University, China) and Ying Ye (Nanjing University, China) Information Science Reference • copyright 2017 • 391pp • H/C (ISBN: 9781522505501) • US $195.00 (our price) Handbook of Research on Emerging Technologies for Digital Preservation and Information Modeling Alfonso Ippolito (Sapienza University of Rome, Italy) and Michela Cigola (University of Cassino and South Latium, Italy) Information Science Reference • copyright 2017 • 649pp • H/C (ISBN: 9781522506805) • US $275.00 (our price) Information Seeking Behavior and Challenges in Digital Libraries Adeyinka Tella (University of Ilorin, Nigeria) Information Science Reference • copyright 2016 • 359pp • H/C (ISBN: 9781522502968) • US $185.00 (our price) E-Discovery Tools and Applications in Modern Libraries Egbert de Smet (University of Antwerp, Belgium) and Sangeeta Dhamdhere (Modern College of Arts, Science and Commerce, India) Information Science Reference • copyright 2016 • 401pp • H/C (ISBN: 9781522504740) • US $195.00 (our price) Technology-Centered Academic Library Partnerships and Collaborations Brian Doherty (New College of Florida, USA) Information Science Reference • copyright 2016 • 309pp • H/C (ISBN: 9781522503231) • US $165.00 (our price) Space and Organizational Considerations in Academic Library Partnerships and Collaborations Brian Doherty (New College of Florida, USA) Information Science Reference • copyright 2016 • 367pp • H/C (ISBN: 9781522503262) • US $200.00 (our price) 701 E Chocolate Ave., Hershey, PA 17033 Order online at www.igi-global.com or call 717-533-8845 x100 To place a standing order for titles released in this series, contact: cust@igi-global.com Mon-Fri 8:00 am - 5:00 pm (est) or fax 24 hours a day 717-533-8661 Table of Contents Preface xi ; ; Acknowledgment xiii ; ; Chapter Don’t Make Us Use the “Get Along Shirt”: Communication and Consensus Building in an RFP Process Veronica Kenausis, Western Connecticut State University, USA Debbie Herman, Manchester Community College, USA ; ; ; ; ; ; ; Chapter Moving from Local to Global via the Integrated Library System: CostSavings, ILS Management, Teams, and End-Users 23 Laura Kohl, Bryant University, USA Patricia Lombardi, Bryant University, USA Mary Moroney, Bryant University, USA ; ; ; ; ; ; ; ; ; Chapter When Sales Talk Meets Reality: Implementing a Self-Checkout Kiosk 36 DeeAnn Allison, University of Nebraska – Lincoln, USA ; ; ; ; ; Chapter Selection Process for Free Open Source Software 55 David William Schuster, Texas Woman’s University, USA ; ; ; ; ; Chapter From Summon to SearchPlus: The RFP Process for a Discovery Tool at the MSU Libraries 72 Lee Sochay, Michigan State University Libraries, USA Ranti Junus, Michigan State University Libraries, USA ; ; ; ; ; ; ; Chapter Funding a Gamification Machine 99 Jason Bengtson, Kansas State University Libraries, USA ; ; ; ; ; Chapter Insourcing and Outsourcing of Library Technology 113 Edward Iglesias, Stephen F Austin State University, USA ; ; ; ; ; Chapter Funding a Makerspace: Making It Up as You Go Along 124 Edward Iglesias, Stephen F Austin University, USA ; ; ; ; ; Related References 136 ; ; Compilation of References 192 ; ; About the Contributors 252 ; ; Index 255 ; ; Detailed Table of Contents Preface xi ; ; Acknowledgment xiii ; ; Chapter Don’t Make Us Use the “Get Along Shirt”: Communication and Consensus Building in an RFP Process Veronica Kenausis, Western Connecticut State University, USA Debbie Herman, Manchester Community College, USA ; ; ; ; ; ; ; A request for proposal (RFP) process is daunting and fraught with the potential for misunderstandings, disagreements, and the pursuit of individual agendas An RFP process for a new, large, and loosely connected state consortium is all of that and more This is the story of how the Connecticut State Colleges and Universities (CSCU) embarked upon the journey of contracting for a joint integrated library system and discovery layer The authors describe in detail how the project began and how a successful conclusion was reached, while offering practical advice gleaned from these experiences for institutions and consortia who may be considering a similar project ; Chapter Moving from Local to Global via the Integrated Library System: CostSavings, ILS Management, Teams, and End-Users 23 Laura Kohl, Bryant University, USA Patricia Lombardi, Bryant University, USA Mary Moroney, Bryant University, USA ; ; ; ; ; ; ; ; ; In an era of budget constraints as well as next generation technologies - moving from a consortium based and administrated shared ILS (integrated library system) to one that can be managed in-house allows for substantial cost savings, team oriented opportunities for training and growth, and service improvements for library patrons This chapter will provide background on one university library’s decision to move from a local consortium based catalog with a shared and centrally administered back-end to a global catalog with the ability to personalize administration for a single library Background on institutional culture, key stakeholders, benefits for library staff and end-user will be discussed ; Chapter When Sales Talk Meets Reality: Implementing a Self-Checkout Kiosk 36 DeeAnn Allison, University of Nebraska – Lincoln, USA ; ; ; ; ; Implementing new technology can be challenging when it involves multiple departments across an institution and relies on interoperability with more than one vendor partner This chapter discusses the implementation of a self-checkout kiosk in the University of Nebraska-Lincoln (UNL) Libraries that also collects fine payments via credit cards The process took eight months to complete and was interrupted because of several issues caused by miscommunication between vendors, the University departments, and Library staff, and it became further complicated by changes in credit card regulations This chapter explores the issues that arose from kiosk purchase through implementation and provides recommendations that will help other libraries implementing new technologies ; Chapter Selection Process for Free Open Source Software 55 David William Schuster, Texas Woman’s University, USA ; ; ; ; ; This chapter will discuss concerns a library may consider in selecting Open Source software The author will review all aspects of a needs assessment, along with considerations for the sustainability of an open source project Discussions about technical abilities, identify options a library might consider, installation and usability issues, and getting involved with an open source community There are ways a library can get involved with open source software and contribute to a community without providing programming Going with open source can help save money, but also help the library decide the direction it wants to keep its community engaged ; Chapter From Summon to SearchPlus: The RFP Process for a Discovery Tool at the MSU Libraries 72 Lee Sochay, Michigan State University Libraries, USA Ranti Junus, Michigan State University Libraries, USA ; ; ; ; ; ; ; This chapter examines and details the RFP process that the MSU Libraries undertook for the implementation of a discovery tool The chapter will look at each step in the process and focus on the tasks involved, the reasons for those tasks, how they fit the overall objective, and how they were used to build consensus Funding and sustainability are implied as this project came as a directive from library administration and sustainability is dependent on the performance of the discovery tool The evaluation of performance is part of an ongoing project in which two reports have been generated pointing to the success in the usage goals of the discovery tool Issues and planning techniques will be expanded in each of the proposed sections of the chapter ; Chapter Funding a Gamification Machine 99 Jason Bengtson, Kansas State University Libraries, USA ; ; ; ; ; The most intractable problems demand the most creative solutions This chapter describes the process of funding a presentation machine designed to improve engagement at library events such as health fairs It details the considerations that went into budgeting, funding and designing the hardware itself as well as the original game that ran on the machine The chapter includes recommended points of particular attention for the reader, with the aim of assisting other information professionals in successfully pursuing similar projects ; Chapter Insourcing and Outsourcing of Library Technology 113 Edward Iglesias, Stephen F Austin State University, USA ; ; ; ; ; This article traces the movement of library technology from in-house systems created and maintained by library personnel to outsourced products bought from and largely controlled by vendors As well as documenting these changes observations will be made concerning strategic advantages and disadvantages of this move Focus will be limited to six areas of library technology: OPAC, Discovery Layer, MARC Records, Bindery, Acquisitions and ERM (Electronic Resources Management) Some may argue that these are all components of a central ILS that are created and available This is true in some cases but not others For example, Innovative Interfaces has always had an Acquisitions module whereas other ILSs have not Many libraries still use a spreadsheet or other method to keep track of serials where others have migrated to an ERM Individual use cases will be covered to demonstrate the benefits and shortcomings of each system ; 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Zyngier, S (2011) Knowledge management: Realizing value through governance [IJKM] International Journal of Knowledge Management, 7(1), 35–54 doi:10.4018/ jkm.2011010103 Zyngier, S (2013) Knowledge management: Realizing value through governance In M Jennex (Ed.), Dynamic models for knowledge-driven organizations (pp 36–55) Hershey, PA: Business Science Reference; doi:10.4018/978-1-4666-2485-6.ch003 251 252 About the Contributors Edward Iglesias is a former Systems Librarian and currently a Web Services Librarian and editor of An Overview of the Changing Role of the Systems Librarian: Systemic Shifts and Robots in Academic Libraries: Advancements in Library Automation *** DeeAnn Allison is the Director for Computing Operations & Research Services and Professor in the University of Nebraska-Lincoln Libraries She has over 30 years of library experience with emerging technology and has published books and articles topics that include measuring library impact on students, chatbots, and discovery tools Jason Bengtson, MLIS, MA, is the Assistant Director, IT Services for Kansas State University Libraries An experienced coder and web developer, Jason has built numerous innovative projects His work may be read in a number of publications, including Library Hi-Tech and The Journal of Hospital Librarianship Debbie Herman is the Director of Library and Educational Technology at Manchester Community College where she focuses on providing an outstanding, innovative library user experience for the college community, both in person and online She holds a Master of Library Science Degree from the State University of New York at Buffalo and a Master of Arts Degree in American Studies from Trinity College Ms Herman currently serves as chair of the Council of Connecticut Academic Library Directors Ranti Junus is Systems & Electronic Resources Librarian for Michigan State University Libraries Also the subject Librarian for the Library & Information Science collection and for MSU’s Museum Studies program About the Contributors Veronica Kenausis is the Director of Library Services at Western Connecticut State University Prior to this position she spent 13 years as Systems Librarian at WCSU, following 11+ years in a variety of librarian positions, from Reference and Interlibrary Loan Librarian to Instruction Librarian, at various institutions Ms Kenausis is dedicated to continuous improvement in academic library services, and seeks partnerships and collaborations to reinforce the library’s centrality to the life of the institution She earned her Bachelor’s degree from Georgetown University, and her MLIS from Southern Connecticut State University Laura Kohl is Head of Research & Instruction Services at the Krupp Library at Bryant University leading the information literacy instruction group on campus Laura holds an undergraduate degree in Anthropology from Boston University and an MLIS from the University of Rhode Island, as well as a graduate certificate in Instructional Technology and Design from University of Massachusetts Boston Laura serves as the main point of support for the campus ePortfolio program and has been collaborating with faculty to incorporate multimedia assignments into their curriculum and she has helped to create and implement an online course for incoming freshmen at her institution which included incorporating online learning objects and a focus on instructional design Laura has a varied teaching and presentation background including presentations at Internet Librarian, Association of College and Research Libraries, First Year Experience, and Association for Authentic, Experiential and Evidence-Based Learning Annual Conferences David Schuster has been working with library technology for more than 20 years He started in the industry working for a public library using the Dynix Software He eventually went to work for Dynix supporting clients in schools using Dynix Scholar He moved to a school district using Dynix Scholar and after five years migrated to another proprietary software package As the district became cost conscious he started evaluating open source software options and decided there was an option that was a fit He brought this medium-sized school district up on Koha from a proprietary software system using a support company for the migration He worked with that company to minor developments and introduced those changes back to the community This migration was no different than with other integrated library system transitions The school system was able to recoup the cost in three years based on the projections for hardware and software expenses they historically paid After those three years it made sense to stay with a software support company for their needs as the cost was well below traditional support costs David then spearheaded the implementation of an institutional repository at a mid-size state university The university did not have a scholarly repository and the ContentDM system was not an option Through the evaluation process it was decided to use Dspace open source 253 About the Contributors software for this organization A pilot was started using a virtual machine provided by the Technology department With the Dspace community, documentation, and previous knowledge of how open source software communities and systems worked, this system ran for more than two years without support or cash expenses As the pilot was deemed successful the university is exploring the long-term viability and options available to sustain the system Lee Sochay currently serves as the Head of Acquisitions for the Michigan State University Libraries In 2013, Lee joined the MSU Libraries to work on the procurement and implementation of a discovery tool The procurement process was completed in January of 2014 with the selection of the Summon discovery tool The implementation process was completed on August 4, 2014 with the successful launch of SearchPlus, the MSU Libraries implementation of Summon 2.0 Lee’s path to a career in librarianship took an indirect route In 1990, he received a BSEE from Michigan Tech University and worked for 19 years in the engineering sales field His interests and personality led Lee to pursue a career in librarianship which started with earning a Masters of Library and Information Science from Wayne State University in 2012 Along with his current responsibilities in Acquisitions, Lee continues to manage the maintenance and improvement of SearchPlus 254 255 Index 3D printer 126, 128-129, 133 A Acquisitions 6, 16, 24, 30, 113, 119 audiovisual materials 24 B Barcodes 24, 30, 37-41, 44, 50, 69 BaseCamp 8, 11, 13 Bids 1, 11-12, 15-16 Bindery operations 114, 118 Board of Regents 3-5, 12, 20-21 Bryant University 23-26, 28-29, 32-34 Budget 2-3, 21, 23-24, 26, 76, 104, 109, 119, 129-131 C Catalog 21, 23-25, 28-30, 32-35, 39, 69, 73, 75, 79-80, 90, 92, 104, 114-115, 117, 122-123 Choice 4, 19, 57, 63, 73, 87, 101, 105, 114, 118 Circulation 6, 25, 37, 39-41, 44-48, 52, 58, 80-81, 83, 87 College enrollment numbers Committees 7, 11, 15 Connecticut State Colleges and Universities 1, 3-4 Consortium 1, 4-5, 10, 19-20, 23-24, 2629, 32, 35, 64, 71, 74, 114 Credit Cards 36, 40-42, 50 current trends 24 D Demonstration 12-17, 52, 72, 76, 89-90, 93-94, 102 Design 24, 27, 56, 77-78, 101, 105-106, 108-109, 111 Development 15-16, 26, 33, 56, 58-60, 63, 65, 75, 81, 89-90, 93-94, 97, 99, 101102, 104-107, 111, 116, 124 different languages 29, 33, 82 DSpace 55, 57, 61, 70 E electronic reserves 26, 31 Equipment 41, 59, 102-106, 127, 130 Evaluation 5, 9-12, 15-16, 27, 57-58, 65, 72, 74, 76-77, 79, 90-96, 110 F Fines 36-40, 44, 46-48, 50, 52, 70, 119, 127 Funding 2, 9, 12, 72, 76, 99, 101-102, 104105, 108-111, 114, 124-131 G Game 99-112 H higher education 2-3, 21, 24, 26, 28, 104 Index I O Implementation 12, 20-21, 23, 27-30, 33, 36, 38, 41, 43, 46, 48, 51-53, 63-64, 72, 74-76, 86, 88-90, 93, 96 Integrated Library System (ILS) 1, 3, 5, 21, 23-32, 35, 37-41, 43-46, 48, 50, 57, 67, 76, 78, 113-114, 117, 119-120, 122, 129 interlibrary loan 24, 26, 32-33, 80-81, 94 Involvement 5, 115 Ivy leagues 125 OCLC (Online Computer Library Center) 23, 25, 28-35, 38, 57, 67, 114, 117, 123 Open Source Community 55-56, 68 Orbis Cascade 5, 8, 21 K Koha 55, 57, 61, 69, 116, 120 L LAMP 59-60, 68 LibGuides 13, 81 Libraries 3, 8-9, 12-13, 24-29, 32, 34-43, 45-49, 51, 53, 56-58, 60-62, 64-67, 72-73, 75-79, 81, 83-86, 88, 90, 93-94, 97, 99-101, 104-105, 110, 112114, 116-122, 125-131 library patrons 23, 35, 37 library programing 125 library staff members 7-8, 13, 17, 28-29, 111 limited staff 114 M makerspace 124-131, 134 Management 3, 5, 11-12, 20-21, 23, 27-29, 31, 34, 49, 51-53, 57, 60, 67, 72, 77, 82-83, 85-86, 88, 90-91, 98, 113, 115, 119-120, 122 Michigan State University 72-73, 77-79 Migration 5, 26-29, 57, 65, 68-70, 104, 115 modern library patrons 37 N National Library of Medicine 99-100, 104, 110, 112 next generation 3, 23-24, 29, 115, 127 256 P patron records 24, 29-30 PCI Compliance 42-43, 54 PDA (Patron Driven Acquisition) 35 physical projects 125 Procurement 57, 74, 90, 98 Proprietary 13, 56-59, 62, 65, 67-69, 83, 120 Purchasing 35, 43, 51, 56, 60, 74-75, 81, 90-91, 93-94, 104, 119, 126, 129 R Request for Proposal 1, 56, 74, 90, 97 Requirements 12, 15, 30, 39-40, 42, 49-51, 57, 59, 61, 63, 72, 74-90, 92, 94, 96, 101, 103, 118 resource sharing 18, 26 RFID (Radio-Frequency Identification) tags 37-40, 49, 51 rubber stamp 114 S sales representative 39, 41 security targets 37, 40 self-checkout kiosk 36-40, 48-49 Self Service 36 shopping experiences 37 Software Selection 55-56, 58, 67 specialized vendors 114 Specifications 5-6, 8-10, 12, 15, 50, 74-76, 90, 94-95 staff members 4, 7-8, 13, 17, 28-29, 111 state supported higher education Steering Committee 4-9, 11-12, 15, 18-20 Subcontract 104-106, 108-111 Index Support 2-3, 19, 22, 28, 39, 46, 49-50, 53, 55, 57-58, 60-61, 63-65, 68-71, 75, 86, 88-89, 91, 100, 103, 105, 107-108, 110, 115-116, 120, 126, 128, 130-131 T Technology 4, 8, 12, 24-27, 33, 36-38, 41-42, 48-49, 52-53, 56-57, 59-60, 62, 67, 70-71, 81, 85, 88, 96, 98, 103, 113-115, 117-121, 125-126, 129, 132 Television 103-105, 109-110 traditional college-aged students U University of Nebraska-Lincoln 36, 39 User 31, 46, 49, 56, 59, 62-63, 70, 73, 76, 80-83, 85-88, 92-93, 107, 115, 117, 119-120, 134 V Vendor 3-5, 10-19, 26, 30, 33, 36, 39-46, 48, 51-52, 56-57, 65, 76-77, 79, 83, 86, 88-89, 93-94, 97, 114-120, 129, 133, 135 vendor-based federated search 73 Virtual Machine 60, 68, 71 W Working Group 5-13, 15-20 257 ... or registered trademark Library of Congress Cataloging-in-Publication Data Names: Iglesias, Edward G., 1966- editor Title: Library technology funding, planning, and deployment / Edward Iglesias,... and trends affecting the public, school, and academic fields, as well as specialized libraries and librarians globally These discussions on professional and organizational considerations in library. .. in library and information resource development and management assist in showcasing the latest methodologies and tools in the field The ALIS Book Series aims to expand the body of library science