Discussions of Future ILS
Liaisons Forum May 21, 2009
Things you /your library can’t do without that the current system does
Reporting/ Flexible reporting
Reports, locally run & CARLI’s annual
Resource sharing
ILL capabilities
Client based
Easily going between local & shared catalogs
Selective bib records (ability to choose ~modify)
Electronic reserves/ Reserves
Seamless delivery
Seamless Universal borrowing
E-mail overdues
Call # browse (staff side)
Centralized tech support
Flexible fund structure
Full support-holdings, MARC format
MARC’s functions
Access Auth references
ACQ-flexible fund structure
Local instances-specific to library not UC
Local control-items & holdings
Search patron name
Bulk import
Discovery layer and back end work seamlessly together even if from different vendors
Text messaging call numbers (expand)
Shelf status, limit by location, hot links to call numbers, authors, etc
Bulk importing and reporting
Data integrity
“Instant” updating
Things that annoy you/your library in the current system
Duplicated effort between institutions
Inability to communicate with campus accounting
Not easy interface to other campus systems (Banner)
Reporting not integrated within ILS modules (cannot get Acq info directly from Acq)
Acq reporting—hard to get info from modules without using Access
Can’t communicate loan period to patrons
Unable to move easily between modules
Timeouts OPAC response time
Slowness
Requesting
Not following MARC standards
No interoperability-have to open multiple clients
Hard to set reasonable defaults
Too much clicking
Not very efficient—lots of steps, or repeat steps
ACQ awkward-kicked out too often
Prediction pattern settings (lack of flexibility)
Clients are clumsy
Loading new patron records
ILL coming in from diff locations
Bouncing the system every night
Delay in record changes
Better record integration: global bib data change by change to auth
Reports system
Shouldn’t “need” Gary Strawn utilities (should come with such)
All modules—more control over default settings (customize reasons—preset reasons for clearing fines)
Media scheduling unit that works
Circ—no back button when searching
Circ—unable to print results
Reduce wait for replace record after suppressing one
Public side—show how many copies are available for REQUESTING, rather than available including reference or other non-circ items
No way to display loan period expectations to user
Cannot see ILL items checked out to users via Circ client
When charged item lists print, doesn’t include call numbers
“Extra” screen with “first available copy” in UB requesting. (since there is only one choice, why go to this page?)
Can’t easily add funds to PO’s (currently have to add each item and fund to each before moving on)
Adhere to cataloging standards better when adding URLs to records (currently not adhering to MARC standards & do not display well)
Have to log into each module separately (would like one universal login to access all clients)
Cannot set temporary fixed due dates for some patron types, but can others
Can put data in (ACQ) but difficult to get data out
Can’t resize windows in circ & acq
Finding (returning) lost items doesn’t undo patron statistics (counter) for lost item
Can’t delete bibs that have attached PO
Need more clarification (or better terms) for call slips
Need easier to locate system documentation
‘Click heavy’
Response time, (long time to load, work faster)
Multiple volume requesting
Search logic (should default to ‘and’)
Easier authentication (minimum passwords)
Communication with external billing systems
Can’t choose library from which to borrow
Have to bounce each night
Lack of customization
Easily linking and presenting streaming visual media
Popular title issue
Lack of integration between clients (Circ & Bib info)
Having to recustomize with each upgrade
Things you/your library feel are missing from the current system (“blue sky” ideas welcome!)
Specialized searching per library (e.g. “all health science libraries”)
Tag clouds
Catalog that looks and acts like Google & Amazon (better search logarithms & computing power)
“Did you mean” feature for spelling & authority control
Personalized searching (system knows what you want) (others who’ve searched for this have also searched…)
Easy authentication by affiliation & privileges
Video reserve option for faculty
Global data change
Dynamic linkage between SH(?) & authority files
Linking analytics to main series
FRBR
Ability to send notices etc SMS text messaging
Inventory module
Door to door delivery (e.g. Netflix)
Kindle support
Add comments in OPAC
Take ILL to the next level-handle article requests seamlessly—one button
Open Source
Use local talent
Recall feature
User tag functionality
Comments, reviews, tagging—searchable
Services for mobile users
Service extensible with new technology
Embed map with call #
Document delivery for ILL
Embed images & video in catalog records
Electronic copy of local—Embedded PDF’s
Link in catalog to institutional repository
Auto look-up in Circ for access (for patron security)
Single box—federated search in OPAC
Management system compatible with any interface/discovery system
Natural language searching
User helper like Amazon
ACQ system for better collection management
XML customizable interfaces for staff
Patrons customize their own OPAC “personal”
Update to feeds or social network site
Link call # to map of library, or in ILL will give directions to libraries
RFID tracking-linked to maps
Integrate electronic resource management
Federated search
Geographic searching link cartographic resources (enter longitude & latitude & retrieve maps)
Networked based instead of client based and have 1 sign-on for multiple modules
Productivity stats and reports for employees
Data mining for collection development
Collection analysis
ILL connect to library info for patrons with borrowing issues at specific libraries (easier for patron to know how/who to contact with a problem)
Ability to see UB records as well as local for patrons (in circ client?)
More flexibility with check date on materials
An open source ILS that CARLI can improve without relying on an outside vendor
Make library resources more open & discoverable on the Web
Being able to share/compare data with other institutions as an integrated feature
ERMS
Collect cataloging/acquisition statistics in real time
Collection analysis tool individually & across consortium
Upgrade when we want w/o reliance on vendor
Something already ready for mobile browser
Integrated ERMS into acquisitions client
Widget approach to catalog searches
Contact info/location information within catalog
Chat messaging within catalog
Text messaging within catalog (overdue notices etc.)
Built in citation management tools
ILS that communicates with billing systems (Banner)
“did you mean” feature, more than dictionary, also thesaurus
Multiple metadata schema
Transparent search logic
More Robust faceted search approach
‘Other users searched’ helps
Mashup catalog/article database, single do-it-all library spot
Assuming a timeline is NOT forced by outside circumstances, how will we know when it is time to move to a new system?
Performance issues with new OPAC might make us move sooner, waiting too long may have consequences (might lose younger patrons)
Nothing better to move to at this time
If Voyager development stops
Vendor support dwindling
Vendor emerges who has what we want
If we find and ILS that supports what we want
When everyone is frustrated enough
Now!
Users demand more
Don’t have to do everything at the same time
Money issues
Cost of ownership becomes prohibitive
When vendor is not developing what we want
Develop our own open source
Does CARLI have enough staff to support open source?
Keep eyes & ears open to alternatives to what we have
Keep topic a periodic feature of meetings & listen to feedback
When there is a critical mass who want to explore further
Need to know what’s out there
Patron satisfaction moves the selection/timing
When vendor stops responding to CARLI requests
What is your library’s tolerance for risk in selecting/developing the next ILS (e.g., open source, a mixture of vendors’ modules)
Will it work? Need to know performance will be at least as good as now
Low tolerance for circ (want to make sure users aren’t negatively affected)
Cost factors (money & staff time)
Politics makes the change uncertain (who owns the data?—OCLC example)
Open source is fine if infrastructure is already there
Public services staff more resistant to change
No tolerance of losing data or functionality: CARLI is protection
Willing to risk time/hopes
Has to work
Cannot lose information
Migration simple?
Parallel systems a possibility
Strong & healthy CARLI organization
Percentage of responsibility between CARLI & local library
Sharing risk across the state
Medium—not anxious to change
Mixed bag—a number of people are eager to learn and work with the best software that is out there
Open source: Free as in beer, or free as in puppies? (one takes care & feeding)
Takes so long for vendors to make changes that it is no longer what you need/want when you get it
Varies by library administration
Policies that might arise
IUG Liaison’s Forum
May 21, 2009