Expanded Cheat Sheet

​Understanding Library Systems

​Integrated Library Systems (ILS)

  • Core Components: Get to know the modules of an ILS: cataloging (organizing and indexing the library's collection), circulation (managing checkouts and returns), patron management (keeping records of library users), and acquisitions (ordering and receiving new materials).
  • Vendor Options: Assess various ILS vendors such as Ex Libris Alma, SirsiDynix Symphony, or Innovative Interfaces' Sierra. Consider community feedback, scalability, compatibility with other systems, and the unique needs of your library.

​Library Automation

  • Self-Check Machines: Choose the right machines based on user-friendliness, maintenance support, compatibility with your ILS, and the ability to integrate with RFID technology.
  • Automated Returns: Investigate AMH systems that can sort returned items into appropriate bins for re-shelving. Consider space, cost, and the potential to link with your ILS for real-time updates on item status.

​Digital Libraries and Repositories

​Content Management Systems (CMS)

  • Platform Selection: Compare platforms like WordPress, Drupal, or Omeka, focusing on customization options, support for multimedia files, and the system's ability to grow with your collection.
  • Digital Asset Management: Implement standards for metadata such as Dublin Core or MODS to enhance discoverability and ensure the long-term accessibility of digital items.

​Open Access and Institutional Repositories

  • Repository Software: Install and customize platforms suited for sharing scholarly materials; this may include software like Fedora Commons, Islandora, or Samvera.
  • Scholarly Communication: Promote the principles of open access, help scholars understand copyright and publishing agreements, and guide them in depositing their work in institutional repositories.

​Library Website and Online Presence

​Web Development and Maintenance

  • User-Centred Design: Implement design principles that ensure the library website is accessible to all users, with adaptive features for users with disabilities, and design that works on both desktop and mobile devices.
  • Content Strategy: Develop a schedule for content updates, appoint staff members to oversee specific sections, and use analytics to understand which parts of the website are most used or may need improvement.

​Online Catalog and Discovery Tools

  • Discovery Layers: Implement a discovery service that aggregates records from the catalog, databases, and digital collections into one searchable interface. Ensure it has facets for narrowing results and is intuitive for users.
  • Search Engine Optimization (SEO): Optimize metadata in catalog records for search engines, use alt tags for images, and implement structured data to enhance the library's visibility online.

​Technology Training and Support

​Staff Training

  • Regular Workshops: Schedule and plan ongoing workshops for different systems and updates. Assess staff proficiency and offer tailored training.
  • Documentation: Create a knowledge base with step-by-step guides, FAQ sections, and troubleshooting tips for common technical problems.

Patron Technology Education

  • Digital Literacy Programs: Design classes that range from beginner (how to use a mouse, basic internet safety) to advanced (using databases, online privacy).
  • Tech Help Desks: Set up a dedicated space and time when patrons can receive one-on-one help with their devices or learn how to use library-related technology like e-readers and research databases.

​Networking and Hardware

​Infrastructure Maintenance

  • Network Administration: Manage Wi-Fi networks, public computer networks, and the staff network, ensuring robust security measures and reliable connectivity.
  • Hardware Upkeep: Establish a maintenance and replacement cycle for computers, scanners, printers, and other devices. Keep abreast of emerging hardware that could improve service (e.g. high-speed scanners, 3D printers).

​Security and Data Privacy

  • Cybersecurity Protocols: Implement firewalls, antivirus software, and regular security audits. Train staff to recognize phishing attempts and manage passwords effectively.
  • Data Compliance: Ensure compliance with laws such as PIPEDA (Personal Information Protection and Electronic Documents Act) in Canada, which governs how private sector organizations collect, use, and disclose personal information in the course of commercial business.

​System Integration and Interoperability

​APIs and Data Exchange

  • API Usage: Utilize APIs for tasks like updating catalog records across systems, integrating third-party services into the library’s app, or connecting the ILS with external databases.
  • Interoperability Standards: Use international standards to ensure your systems can communicate with each other and with systems at other libraries, facilitating services like interlibrary loan and resource sharing.

​Emerging Technologies

​Trend Monitoring

  • Innovation Watch: Stay informed about library technology trends through professional journals, conferences, and networks. Assess the potential impact of AR/VR, AI, machine learning, and other technologies on library services.
  • Pilot Projects: Select technologies that align with your library's strategic goals for pilot studies. Gather data on usage, user satisfaction, and cost-effectiveness.

​Adoption and Change Management

  • Strategic Planning: Incorporate technology objectives into your library's strategic plan, defining how technology will serve the library's mission.
  • Change Management: Prepare for the human side of change by involving staff early in the process, communicating transparently, and providing support throughout the transition.

​Evaluation and Analytics

​Usage Statistics and Reporting

  • Data Analysis: Set up mechanisms to capture data on how patrons use technology, which can inform purchases and policy decisions. Use analytics to track the performance of the library's website and online catalog.
  • Reporting Tools: Master tools that can provide insights into user behaviour and system performance. Learn to present data in a way that stakeholders can understand and act upon.

​Continuous Improvement

  • User Feedback: Implement regular surveys, suggestion boxes, and usability studies to learn what patrons think of your library’s technology and what improvements they desire.
  • Performance Metrics: Develop metrics to quantify the success of technology initiatives, such as increased user engagement, decreased wait times, or improved staff efficiency.
​This expanded cheat sheet should help in developing a comprehensive understanding of library technology and information systems. By exploring each of these areas in depth, library professionals can better position their libraries as modern, efficient, and responsive to the needs of their communities.