Last updated 9/11/98


LIS 2657: Automation of Library Systems and Services

Fall 1998
Wednesday 3:00 - 5:50 p.m.
Room 501

Taught by:
Arlene G. Taylor

Description of Course
Course Plan
Assignment Schedule
Books on Reserve
Articles on Reserve
Serials Related to Automation
Course Information


Description of course

Study of the automation of library environments. Examination of the place of online systems in the current practice of acquiring, organizing, housing, maintaining, conserving, and circulating collections. Investigation and evaluation of systems available and in development, and examination of their use and functions. (Pre- or Co-requisite: LIS 2001)

Course Goals and Objectives:

To become conversant with levels of automation, ranging from a single personal computer to a full-blown infrastructure using mainframe(s) and/or networked workstations.

To understand the common set of decisions that need to be made in the process of adding new components or replacing existing applications in all library automated systems.

To become acquainted with functions of the standard components of an information infrastructure, including: Computer hardware, Operating Systems, and Networks,

To learn what is involved in preparing the RFP (Request for Proposal), selecting vendors, evaluating systems and software, and then implementing a system once a decision has been made.

To become acquainted with tools and concepts of significance to systems librarians.

To understand the library functions that have been automated and how automation enhances the operability of the functions.

To become acquainted with the place of the local integrated system in a global information society.

To acquire the ability to analyze and evaluate vended systems.

Course Plan:

Required readings
Week 1: Sept. 2, 1998
Why automate? 
Boss, Chapters 1-2, pp. 1-30 
Borgman, "From Acting Locally ..."
Lancaster & Sandore, Chapter 1, pp. 1-5
Week 2: Sept. 9, 1998

Dan Iddings
Systems in libraries;
Delivering public service via the WWW
Imhoff, especially Chapter 4, pp. 61-74, Chapter 6, pp. 97-116
Lancaster & Sandore, Chapters 2-4, pp. 6-46
Week 3: Sept. 16, 1998

Mary Sue Iddings

Vendor: Endeavor -- Voyager

Karetzky, "Choosing an Automated System"
Endeavor web site
Berry, Bilal & Penniman, "The Competitive Struggle"
Week 4: Sept. 23, 1998

Erika Linke
Alice Bright

Meet at CMU

Automation process -- RFP, bidding, selection 

Serials control


Bernard, "10 Proposal Related Questions..." 
Boss, Chapter 11, pp.145-165. 
"Questions frequently asked ..."
"Research and Planning are Key..."
Wilkinson & Bordeianu, "In search of the Perfect ..." 
Meghabghab, Automating Media..., Chapter 4, pp. 39-83.
Sirsi's website
Week 5: Sept. 30, 1998

Hong Xu
Pat Clemson
Systems librarianship;
Infrastructure: General

Boss, Chapter 3, pp.31-40 
Foote, "The Systems Librarian..." 
Inmon, Chapters 1-3, pp. 1-62
Lavagnino, "Networking and the Role ..." 
Parkhurst, "The Inhouse Expert ..." 
Week 6: Oct. 7, 1998

Ida Flynn
Chris Tomer
Operating Systems; Networking  Flynn & McHoes, Chapter 1, pp. 3-16, Chapter 10, pp. 225-244. 
Boss, Chapter 4, pp. 41-58; Chapter 7, pp. 83-105; Chapters 9-10, pp. 119-143.
Boss, "Standards for Automated Library Systems"
Meghabghab, Chapter 3, pp. 31-38, and Chapter 7, pp. 129-140
Week 7: Oct. 14, 1998

John Rose
Vendor: Ameritech -- Horizon Horizon web site
Berry, Bilal & Penniman, "The Competitive Struggle"
Week 8: Oct. 21, 1998

Denise Novak


EDI and Standards Infrastructure;
Barber, "Vendor Profiles" in Library Technology Reports 31(5): 567-575.
Boss, Chapter 6, pp. 73-75
Richter & Roca, "An X12 Implementation in Serials"
Wilhite, "Templates: Providing Structure"
Davis, "EDI and the Library..." 
Libicki, pp. 166-172.
McKay, "EDI and X12" 
Week 9: Oct. 28, 1998

Charlotte Tancin
Preservation Boomgaarten, "Preservation..."
Week 10: Nov. 4, 1998

Diane Lucas
Authority control
Andres, "Original cataloging with BiblioFile"
Boss, Chapter 6, pp. 75-77
Joseph & Fricke, "Issues in Managing Automated Cataloging"
Week 11: Nov. 11, 1998

Pat Duff
Audrey Sites
Circulation, Interlibrary Loan, Management data, etc.  Boss, Chapter 6, pp. 77-81
Ogg, Chapter 13, pp. 193-204
Lancaster & Sandore, Chapters 5-6, pp. 47-82; Chapter 11, pp. 145-60.
Week 12: Nov. 18, 1998

Dennis Smith
Fern Brody

Online public access catalogs (OPAC's);
General system choice/management
Behesti, "The Evolving OPAC"
Yee & Layne, "Online Public Access Catalogs"
Dennis, Carter & Bordeianu,"Vision vs. Reality"
Week 13: Dec. 2, 1998
Miscellaneous topics  Boss, Chapter 8, pp. 107-117; Chapter 12, pp. 167-171.
Greene, "Innopac Millennium"
Klingler & Wiggins, "Managing a Campus-Wide Information Service"
Maas & Mabry, "Automating Information and Referral"
Lancaster & Sandore, Chapter 9, pp. 117-127
Week 14: Dec. 9, 1998
Group presentations  .
Week 15: Dec. 16, 1998
Group presentations  .

Assignment Schedule

Every 2 weeks starting Sept. 15: Comments about the listserv due on class alias - 10% of grade

Oct. 21: Evaluation of a vendor due - 40% of grade

Dec. 9 and 16: Group presentations - 40% of grade

Sept. 2 - Dec. 16: Participation in class discussions and on class alias expected - 10% of grade



Boss, Richard W. The Library Administrator's Automation Handbook. Medford, NJ: Information Today, Inc., 1997. SIS: Z678.9 A4U6193 1997

Books on Reserve

Dewey, Patrick R. 303 Software Programs to Use in Your Library: Descriptions, Evaluations and Practical Advice. Chicago: ALA, 1998.
SIS: Z678.9 A4U626 1998

Flynn, Ida M. and McHoes, Ann McIver . Understanding Operating Systems. 2nd ed. Boston: PWS Publishing, 1997.
SIS: QA76.76 O63F59 1997

Gallimore, Alec. Developing an IT Strategy for Your Library. London: Library Association Publishing, 1997.
SIS: Z678.9 A4G7 1997

Grosch, Audrey N. Library Information Technology and Networks. New York: Marcel Dekker, 1995.
SIS: Z678.9 A4U64 1995

Hirshon, Arnold, and Barbara Winters. Outsourcing Library Technical Services: a How-to-do-it Manual for Librarians. New York: Neal-Schuman Publishers, 1996.
SIS: Z731 H57 1996

Imhoff, Kathleen R.T. Making the Most of New Technology: a How-to-do-it manual. New York: Neal Schuman Publishers, Inc., 1996.
SIS: Z678.9 A4U645 1996

Inmon, W.H. and Caplan, Jeffrey H. Information Systems Architecture: Development in the 90's. Boston : QED Pub. Group, c1992.
SIS: QA76.9 S88I553 1992

Introducing and Managing Academic Library Automation Projects. Westport, CT: Greenwood Pr., 1996.
SIS: Z675 U5I597 1996

Johnson, Peggy, Guide to Technical Services Resources, Chicago: American Library Association, 1994.

Lancaster, Wilfrid, and Beth Sandore. Technology and Management in Library and Information Services. Urbana, IL: , 1997.

Libicki, Martin C. Information Technology Standards: The Quest for the Common Byte. Boston: Digital Pr., 1995.
SIS: T58.5 L54 1995

Meghabghab, Dania Bilal. Automating Media Centers and Small Libraries: A Microcomputer-Based Approach. Englewood, Colo.: Libraries Unlimited, 1997.

Ogg, Harold C. Introduction to the Use of Computers in Libraries: A Textbook for the Non-Technical Student. Medford NJ: Information Today, Inc., 1997.
SIS: Z678.9 O28 1997

Rowley, Jennifer. Computers for Libraries. 3rd ed. London: Library Association Publishing, 1993.
SIS: Z678.9 R68 1993

Articles on Reserve

Andres, Mark. "Original cataloging with BiblioFile: Some Experiences and Their Implications." Library Software Review 12, no. 4 (Winter 1993): 6-9.

Barber, David. "Vendor Profiles." Library Technology Reports 31, no.5 (Sept./Oct. 1995): 567-575.

Behesti, Jamshid. "The Evolving OPAC." Cataloging & Classification Quarterly 24, nos. 1/2 (1997): 163-185.

Bernard, Paul. "10 Proposal-Related Questions Customers Should be Prepared to Answer." IIE Solutions 1, no. 1: 34-38.

Berry, Jeff, Dania Bilal, & W. David Penniman. "The Competitive Struggle: Automated System Market Place." Library Journal 123, no. 6 (April 1, 1998): 43-52.

Boomgaarten, Wesley. "Preservation..." (in Johnson, Peggy, Guide to Technical Services Resources, Chicago: American Library Association, 1994), pp.

Borgman, Christine L., "From Acting Locally to Thinking Globally: A Brief History of Library Automation." Library Quarterly 67, no. 3 (July 1997): 215-249.

Boss, Richard W. "Standards for Automated Library Systems and Other Information Technologies." Library Technology Reports 32, no. 4 (July/Aug. 1996): 461-564.

Davis, Susan. "EDI and the Library: A Preconference on Electronic Data Interchange Standards for the ..." Serials Review 19, no. 1 (Spring 1993): 92-94.

Dennis, Nancy K., Christina E. Carter, and Sever Bordeianu, "Vision vs. Reality: Planning for the Implementation of a Web-Based Online Catalog in an Academic Library," Library Hi Tech 15, no. 3-4 (1997): 159-171.

Foote, Margaret. "The Systems Librarian in U.S. Academic Libraries: A Survey of Announcements from College & Research Libraries." College and Research Libraries 58, no. 6 (Nov. 1997): 517-526.

Greene, David J. :"INNOPAC Millenium: Preparing Libraries for the 21st Century: A perspective and Commitment." Library Hi Tech 14, no. 4 (1996): 45-56.

Joseph, Myrtle, and Nancy C. Fricke, "Issues in Managing Automated Cataloging." (in Introducing and Managing Academic Library Automation Projects, pp. 110-122.)

Karetzky, Stephen. "Choosing an Automated System." Library Journal 123, no. 10 (June 15, 1998): 42-44.

Kilpatrick, Thomas L. "Integrated Systems." Library Software Review 10, no. 3 (May/June 1991), 202-210.

Klingler, Tom, and Rick Wiggins. "Managing a Campus-Wide Information Service." (in Introducing and Managing Academic Library Automation Projects, pp. 37-52.)

Lavagnino, Merri Beth. "Networking and the Role of the Academic Systems Librarian: An Evolutionary Perspective." College and Research Libraries 58, no.3 (May 1997): 217-231.

Lynch, Clifford A. "Evolution in Action: The Demise of the Integrated Library System and the Rise of Networked..." Library Software Review 10, no. 5(Sept./Oct. 1991): 336-337.

Maas, Norman, and Mariana Mabry. "Automating Information and Referral: One Library's Experience." Public Libraries (February 1997): 49-50.

McKay, Sharon Cline, and Piazza, Charles J. "EDI and X12: What, Why, Who?" Serials Review 18, no. 4 (Winter 1992): 7-10.

Mitchell, Maruice, and Saunders, Laverna M. "The Evolution of Library Automation: Libraries and Telecommunications." Library Software Review 10, no. 5 (Sept./Oct. 1991): 342-343.

Muir, Scott P. "Automation of a Small Corporate Library." Library Software Review 10, no. 5 (Sept./Oct. 1991): 316-318.

Parkhurst, Carol A. "The Inhouse Expert: The Role of the Systems Librarian." Library Software Review 9, no. 2 (March/April 1990): 96-97.

"Questions Frequently Asked by Library Automation Purchasers." Media & Methods 33, no. 4 (March/April 1997): 12.

"Research and Planning are Key to Securing Best Library Software." T H E Journal 22, no. 3 (Oct. 1994): 81-82.

Richter, Linda, and Roca, Joan. "An X12 Implementation in Serials: MSUS/PALS and Faxon." Serials Review 20, no. 1 (Spring 1994): 13-25.

Southard, Duke. "Library Automation: First Steps, Next Steps." Media & Methods 33, no. 3 (Jan./Feb. 1997): 68-69.

Wilhite, Marjorie. "Templates: Providing Structure for Implementing NOTIS LSER Module Receiving Records." Serials Review 21, no. 4 (Winter 1995): 35-60.

Wilkinson, Francis C., and Bordeinu, Sever. "In Search of the Perfect Cover: Using the RFP Process to Select a Commercial Binder." Serials Review 23, no. 3 (Fall 1997): 37-47.

Yee, Martha M., and Layne, Sara Shatford. "Online Public Access Catalogs" (in Encyclopedia of Library and Information Science, v. 58, suppl. 21. New York: M. Dekker, 1996, pp. 149-238.)

Selected Websites Related to Library Automation

AcqWeb's Guide to Automated Library Systems, Library Software, Hardware, and Consulting Companies

Library Automation Page, maintained by Andrew Osborne.

Library Automation Vendors

Library Computer Accessories on the Internet

The Public Service Librarian's Professional Guide to Internet Resources

Vendors of Related Products and Services

Serials Directly Related to Library Automation, Technical Services, etc.

Other Serials Related to Managing Library Projects and System Librarianship

Course Information:

Office Hours: Arlene G. Taylor
Office: 642 SIS Bldg.
Office hours: Tues., 2:00-4:00, or by appointment
Office tel.: 624-9452

The course consists of lectures by teachers and guests, discussions in class and on the class discussion list (set up as an “alias”), class/lab demonstrations, out-of-class assignments, and in-class student presentations.

As a student you are expected to attend class, read the assigned readings, participate in class discussions and on the class electronic discussion list, complete in-class and homework assignments, and to be present on days when you are to make presentations to the rest of the class. You are responsible for using the resources of the department and the university to learn how to use PITTCAT and other public retrieval systems, the University of Pittsburgh libraries, electronic mail and newsgroups, and OCLC.

Reserve Materials
A list of reserve materials is included in this syllabus. The reserve list includes some supplemental texts that may be of interest to you to examine or read. Additional materials may be put on reserve during the semester.

Due dates for assignments are included in this syllabus. You are encouraged to ask for assistance with them when needed. You may discuss your work on these assignments with each other, but the ultimate work you turn in should be the result of your having done the work yourself, not having copied from other students.

Evaluation of your work is based on the percentages given with the assigment due dates provided in this syllabus.

Late Policy
All assignments must be turned in on time. Late assignments will not be accepted except in dire circumstances. Incompletes will be given only under the most extreme of conditions and with the understanding that the final grade will usually then be one letter grade less than it would have been had the work been completed on time.

Language Courtesy
Inclusive language: Gender-inclusive language is required in all course work and presentations. The use of respectful language in any situation is not a matter of “political correctness” but one of simple courtesy.