Cheat Sheet

​Understanding Library Systems

​Integrated Library Systems (ILS)

  • Core Components: Familiarize with modules like cataloging, circulation, patron management, and acquisitions.
  • Vendor Options: Research and evaluate different ILS vendors for functionality, support, and cost-efficiency.

​Library Automation

  • Self-Check Machines: Implement and troubleshoot self-service checkout systems to improve user experience and operational efficiency.
  • Automated Returns: Utilize automated materials handling (AMH) systems for efficient sorting and re-shelving of items.

​Digital Libraries and Repositories

​Content Management Systems (CMS)

  • Platform Selection: Choose a CMS that allows for robust digital collection management and user-friendly interface design.
  • Digital Asset Management: Understand best practices for managing digital collections, including metadata standards and access controls.

​Open Access and Institutional Repositories

  • Repository Software: Explore platforms like DSpace or EPrints tailored for academic content sharing.
  • Scholarly Communication: Promote and support open access initiatives within the library community.

​Library Website and Online Presence

​Web Development and Maintenance

  • User-Centered Design: Ensure the library’s web presence is navigable, accessible, and provides essential services like online renewals and reservations.
  • Content Strategy: Develop a content strategy that keeps the website up-to-date and relevant.

​Online Catalog and Discovery Tools

  • Discovery Layers: Integrate tools like Primo or Summon that allow for a seamless search experience across various library resources.
  • Search Engine Optimization (SEO): Apply SEO techniques to improve the visibility of library resources in search engines.

​Technology Training and Support

​Staff Training

  • Regular Workshops: Conduct regular training sessions for staff on new systems, software updates, and emerging technologies.
  • Documentation: Create clear documentation for troubleshooting common technology-related issues.

​Patron Technology Education

  • Digital Literacy Programs: Offer programs to improve patrons’ digital skills, from basic internet usage to advanced database research.
  • Tech Help Desks: Provide a tech help desk service for patrons needing assistance with personal devices or library technology.

​Networking and Hardware

​Infrastructure Maintenance

  • Network Administration: Manage the library's internal network to ensure reliable access to the internet and online library services.
  • Hardware Upkeep: Oversee the maintenance of public and staff computers, printers, scanners, and other hardware.

​Security and Data Privacy

  • Cybersecurity Protocols: Implement and update security measures to protect library data and user privacy.
  • Data Compliance: Stay informed about and comply with data protection regulations applicable to library operations.

​System Integration and Interoperability

​APIs and Data Exchange

  • API Usage: Employ application programming interfaces (APIs) for integrating various systems and sharing data between them.
  • Interoperability Standards: Adhere to standards like Z39.50 or OAI-PMH for data exchange between different library systems.

​Emerging Technologies

​Trend Monitoring

  • Innovation Watch: Keep abreast of new technologies like AI, VR, and blockchain that may impact library services and operations.
  • Pilot Projects: Engage in pilot projects to test potential technology implementations in a controlled manner.

​Adoption and Change Management

  • ​Strategic Planning: Integrate new technologies into the library's strategic planning process.
  • Change Management: Facilitate smooth transitions to new systems by involving all stakeholders in the change process.

​Evaluation and Analytics

​Usage Statistics and Reporting

  • Data Analysis: Collect and analyze usage data to inform decision-making about technology and services.
  • Reporting Tools: Utilize tools like Google Analytics or integrated ILS reporting features to track and report on system usage.

​Continuous Improvement

  • User Feedback: Gather and incorporate user feedback on technology and systems.
  • Performance Metrics: Develop performance metrics to assess technology efficiency and effectiveness.
​By mastering the elements outlined in this cheat sheet, library professionals can ensure that their technology and information systems are efficient, user-centric, and poised to adapt to the changing digital landscape.