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Automating Cataloging and Circulation

Description:

This workshop is designed to provide an introduction to automating cataloging and circulation functions in a library. Participants will discuss aspects of automating from why automation is appropriate to the selection of software, networking and hardware requirements, collection preparation, implementation and training issues.

 

Target Audience:

Library personnel who are preparing for automation. Staff who have recently automated their libraries will also benefit from this workshop.

Prerequisites:

None.

Length:

5 hours; can be adjusted to meet the needs of the workshop sponsor.

Method of Instruction:

Lecture, small group discussion, and written exercises.

Equipment Needed:

Internet connection preferred, but not required.  Instructor will provide display projector and laptop.

Workshop Outline:

  • Welcome and Introductions
  • Why Automate
  • Features of Automation Software
    • Public Catalog
    • Circulation
    • Cataloging
    • Acquisitions
    • Serials Control
    • Reports
  • Hardware Requirements
    • Local Area Networks
    • Servers
    • Public and Staff Computers
    • Barcode Scanners
    • Receipt Printers
  • Planning for an Automated System
    • Choosing an Automated System
    • Installing Wiring and Network Hardware
    • Building a Bibliographic Database
    • Building a Patron Database
    • Training Issues
    • Budget Issues
  • In Conclusion
    • More Questions and Answers
    • Evaluation

Workshop Objectives:


By the end of this workshop, participants will be able to meet the following objectives:

  • Understand significant reasons for automating circulation and cataloging functions.
  • Identify standard functions of automation software.
  • Recognize the types of reports that automation software provides for reporting, planning, and collection development.
  • List the key hardware requirements for an automated system.
  • Write a plan for automating their libraries.

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Last modified:  02-26-2008