基于用户馆体验视角的图书馆服务平台选择思考

[目的/意义] 传统的集成图书馆系统（ILS）正在被图书馆服务平台（LSP）所取代,国内许多高校图书馆致力于对ILS的评估和对LSP的考察。然而,LSP的产品多种多样,图书馆很难决定哪种LSP最适合他们。对目前LSP主流产品的市场格局、发展情况进行分析,旨在为计划由ILS转向LSP的高校图书馆决策提供参考。[方法/过程] 基于国外高校图书馆使用LSP的体验和感知,对市场上主要的图书馆服务平台进行分析、评估和总结。[结果/结论]由于ILS/LSP市场的整合,LSP供应商数量正在缩减,目前只有Alma、Sierra和OCLC WMS得到充分实施。此外,开源项目FOLIO的推出为图书馆提供了另外一种思路。但目前这种单一的整合性图书馆服务平台不是解决方案,基于平台由若干松散耦合的组件构成的图书馆生态系统,才是图书馆真正的下一代服务平台,自主创新,研发适合国内图书馆环境的下一代开放服务平台迫在眉睫。     

The Integrated Library System: From Daring to Dinosaur?

ABSTRACT

The automated library system (ALS) has undergone significant changes since its inception in the 1970s. It is no longer simply a database to house and retrieve a library's holdings. It has become an integrated library system (ILS) comprised of robust clusters of systems involving every process and module related to libraries.

The Internet, open source, the increase in electronic resources, and the rising expectations of library users are changing the nature of the ILS. Library vendors are at times struggling to keep up with the demand for new services while providing support for existing services.

This article details the evolving role of the ILS and discusses where it could and should be headed.     

Are library vendors doing enough to protect users? A content analysis of major ILS privacy policies

While privacy is a core value of librarianship, privacy standards differ by library and library vendor. These types of guidelines are necessary and useful, but understanding them can be overwhelming. Academic libraries increasingly rely on third-party, cloudbased vendors to manage their systems and to provide access to their collections. When selecting library systems, library staff must understand privacy issues and be aware of how vendors use data. However, libraries do not always have the staffing, time or knowledge, and vendors are not always interested in upholding library values. The project examines the content of privacy policies for popular library systems used by Canadian academic libraries. The research aims to help librarians better understand the policies, to help them make informed decisions about their own library systems. The process used to code the privacy policies and the results of the coding are included alongside recommendations for vendors and library employees. Building on two seminal privacy studies, the methodology is revised for a Canadian context and updated with today's terminology and context, making it adaptable for other libraries and context around the world.     

美国图书馆开源ILS应用分析与启示

图书馆集成系统分为开源ILS和专有ILS两大类。通过对美国图书馆选择和使用开源ILS情况的调查和分析,认为开源ILS是一条我国图书馆推进自动化管理的发展之路。     

美国ERMS产品的分析与启示

由于图书馆电子资源品种的激增以及电子资源有复杂性、不稳定性等特点,电子资源管理系统应运而生。电子资源管理整体解决方案的实施,需要通过ERMS来实现。根据开发者用途的不同,美国ERMS产品主要分为三类:ILS商开发的ERMS;自产的ERMS;数据商开发的ERMS。这些ERMS产品都采取了相应的电子资源元数据标准。通过对美国电子资源管理系统产品发展历程和基本情况的分析,从行业层面、应用层面及发展层面得出了对我国图书馆电子资源管理的启示。     

The evolving approval plan: how academic librarians evaluate services for vendor selection and performance

A survey of 291 academic librarians addressed the question of how libraries choose approval plan vendors, specifically how much emphasis is placed on various approval plan services and product features in choosing between competing approval plan vendors and how vendor performance is rated in those areas. Traditional services, including expertise in managing approval plans, e.g., profiling, and acquisitions services, customer service, and discount rate, along with corporate reputation and business practices, retained their core status. Electronic financial transactions was found to be very important to the libraries already using these services. Outsourcing services, e.g., cataloging or physical processing, with approval plan vendors, although newer, appear established and of considerable interest to some segments. Vendor performance was rated highest in corporate reputation, approval plan management, and in electronic financial transactions. Libraries with approval budgets under $100,000 expressed a degree of satisfaction with approval plan vendors on a level similar to larger libraries.     

加州大学图书馆多平台云迁移策略研究

高校图书馆应用云计算存在4个核心问题,阻碍了图书馆云迁移的理论研究和实践进展。加州大学图书馆的数字图书馆运维体系曾遇到经费短缺、技术压力和安全隐患三方面问题,向校园私有云和专业开放云迁移的组合策略成为解决问题的首要对策。通过渐进式的分批次过程,图书馆集成系统、馆际互借系统、内容管理系统和校外访问代理系统先后迁移到软件商托管云、OCLC公共云和校园私有云平台,最终实现图书馆基于IaaS层的全面云端化。其经验对我国图书馆的云实践具有重要借鉴意义。     

Approval vendor selection—what’s best practice?

With the wide variety of vendor services available, discount or other traditional factors may no longer play a predominant role in determining an academic library’s vendor selection. A questionnaire was sent to 291 academic librarians to survey their vendor selection criteria and methods. Using preliminary results from the survey, this paper examines the mix of vendors’ traditional services vs. new services that now enter into the selection decision. Further, it considers differences in practice based upon library budget size. These initial results indicate that the traditional areas of corporate reputation, approval plan management, and acquisitions services consistently receive the highest ratings of importance. The areas covering outsourcing and electronic data transmission are rated higher by those libraries using these services. As more libraries seek these services from their approval vendors, the services will likely increase in importance in librarians’ decision-making processes.     

A new approach to collection bias in academic libraries: The extent of corporate control in journal holdings

Questions of collection bias in library journal collections usually turn on a left-right political contrast. This article presents another approach that distinguishes between corporate and non-corporate controlled publications. Using this method, the catalog holdings of all Canadian academic libraries were searched to determine the penetration of socio-political titles of mainstream “corporate publishers” and those of “small publishers.” Canadian academic libraries privilege, by a wide margin, mainstream titles published by corporate entities, although some libraries have impressive “small publisher” collections. This article also analyzed the availability of mainstream and small publisher journals provided by ten popular electronic vendors. These vendors provide very low access to non-corporate “small publisher” titles while covering 100% of surveyed mainstream titles. The implications of such provision rates are examined from the perspective of the scholarly browsing process and the role of the university.     

Interlending Services: Trends,Languages, and use for Collection Development at North-West University

This paper uses the bibliometrics methods to analyse the interlending service trends, language and collection development at the North-West University. The results show that despite some challenges, ILS services at the NWU decreased. More than 98.5% of all documents requested are in English language followed by Setswana and Afrikaans. Out of the 535 books requested by the Mafikeng Campus, 138 were added to the collection of the library. These results point to a need for academic libraries in Africa to adopt strategies for the development of African languages. The results support the continued use of ILS data for collection development purposes.     

Evaluation and promotion: The cooperative purchase experience of academic libraries in China

CALIS is a nationwide academic library consortium in China. By coordinating, guiding, and organizing academic libraries, CALIS aims to minimize spending while obtaining foreign resources with the best prices and services. It also aims to meet the demands of teaching and research via the CALIS cooperative purchase service. Since 2005, there has been a customer satisfaction survey to evaluate this cooperative purchase service and the databases subscribed to by the CALIS consortium during the CALIS annual “imported database training week”. 494 staff members from 246 libraries took part in the fourth such survey to evaluate 87 databases cooperatively purchased in 2009. According to the survey, CALIS releases database usage reports and database evaluation rankings to help libraries analysis costs and make more informed collection developments decisions. Such survey activities provide a win–win situation, not only for CALIS and its member libraries, but also for database vendors. Survey results and usage reports help libraries analyze the quality of resources and provide evidence for libraries to choose among different purchasing options. Also, more promotional work has been done to enhance understanding, solve libraries' problems, and improve service quality. Finally, survey results and database evaluation rankings have been used to urge database vendors and publishers to make improvements relevant to libraries' development strategies.     

Consortial Borrowing Along EL Camino Real

Camino, a patron-initiated borrowing system, operates within the SCELC consortium made up of private academic libraries in California. OCLC's WorldCat Navigator Request Engine is the backbone of this service, because it works with all ILS systems and integrates with discovery layers and interlibrary loan. Camino is administrated by a user group which sets policies and procedures and guides implementation for new members.     

Investigation of ILS in Chinese main academic libraries

An Integrated Library System (ILS) is an automated system, which usually consists of a number of functional modules, such as acquisitions, circulation, cataloging, serials, an OPAC (Online Public Access Catalog) and so on. All of the functional modules share a common bibliographic database. In this paper we will investigate the application status of Integrated Library System in Chinese main academic libraries and make a comparative analysis of three sorts of domestic Integrated Library Systems.     

Are You Who You Say You Are?

Abstract

A growing yet unresolved problem in access services today is controlling user access to resources in a networked environment. This paper describes the history of network authentication, explores the issues involved in selecting an authentication method, discusses the benefits and drawbacks of the various methods, identifies efforts by some integrated library services vendors and academic institutions to address this problem, and makes recommendations for selecting an authentication scheme for a college library. The discussions are based in part upon the results of a survey conducted with California community college libraries, various integrated library system vendors, and online resource companies. Technical terms are defined in a glossary.     

Electronic Resources Management Systems

SUMMARY

The management of electronic resources is one of the most challenging issues facing academic libraries today. Integrated library systems are often unable to manage these resources using existing architecture, but many vendors and individuals are developing systems as either stand-alone or components of their integrated library systems. This paper outlines the investigation, evaluation and implementation process of one library that served as a beta test library with an integrated library system vendor to develop an electronic resource management system. The challenge of developing standards that address both interoperability and diverse libraries and resource types is highlighted.     

Statistics usage by French academic libraries: a survey

The article presents a survey on usage statistics management in academic libraries in France. The objective is to provide empirical evidence on real methods and processes, best practices and problems experienced by librarians. The survey adapted Baker and Read's methodology to the French context. One‐third of French academic libraries answered the survey. Results show that usage statistics are crucial for librarians' daily work. COUNTER reports are mostly used, specifically the JR1 format. Two‐thirds of the libraries enhance the usage statistics with other data. Librarians face three major difficulties: lack of time, lack of usage data produced by French vendors, and the need for customized tools. The article contains a short literature review and ends with recommendations for further studies. It is the first published survey on usage data management in France and allows for comparison with results from other countries.     

The Coming of Full-Service Access

Summary

This paper provides criteria for document delivery vendor selection and substantive data to support an innovative realignment of budget allocations, staffing, and services to better meet the expectations and needs of the academic library user. A review of two projects incorporating document delivery into ready reference and acquisitions is followed by an extensive analysis of four major document delivery vendors as part of a research project funded by The University of Montana Faculty Grant Program and the Mansfield Library. Criteria to assess four commercial document delivery vendors are analyzed based on their use by faculty representing three academic departments. The findings of all three projects support the integration of document delivery services within a framework of integrated collection development, technical services and public services.     

Trials and tribulations: Out-of-print 101

The authors interview librarians and out-of-print book dealers to find out how out-of-print academic titles are being handled. Librarians discuss successful strategies and various ways of identifying and pursuing out-of-print titles needed in their collections. Vendors and book dealers address the special needs of libraries, plus their methods of finding OP books. Recommended OP search strategies include advertising, using reference works, using vendors and dealers, and searching both Internet and Web databases. The report concludes with a listing of dealers that were mentioned favorably by academic librarians.     

IP Address Data and its Place in the Library Community Today and in the Future

Internet Protocol (IP) technology has played an important role in the management of access to scholarly work within institutions since the advent of electronic publishing in the late 1990s. Despite recent efforts to explore alternative modes of authentication, the ubiquitous use of IP address authentication within the systems of libraries, publishers, and third party vendors around the world suggests it will continue to play a significant role for the foreseeable future. However, recent studies show that a large amount of the IP address data held within publisher systems is incorrect, improperly assigned, or requires clarification. Poor source data carries significant risks—not the least of which translates into unreliable usage reporting for libraries and publishers. The IP Registry is designed to help mitigate these challenges by creating a Registry of cleaned data that libraries and publishers can interact with in a centralized fashion thereby helping to ensure accuracy and reducing the level of resources necessary to manage and communicate changes to existing data. The database of more than 60,000 academic, corporate, and government libraries was created through the amalgamation of raw source data from more than 170 scholarly publishers. In addition to cleaned IP address data, the Registry includes standardized English naming, aliases, local language naming (and characters), hierarchies, and organizational IDs for each record. The importance of accurately understanding current usage and how libraries utilize published content is clear. Regardless of what the future holds, the need for a clean and stable source of IP address data is real for libraries, publishers, and vendors alike.