A 360 View: Essential Steps for a Successful Next-Gen Online Catalog Upgrade (Part 2 – Implementation)

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Co-authored by Cheryl Niemeier, Director of Knowledge & Research Services, Bose McKinney & Evans, LLP, and Michayla Sullivan, Knowledge & Research Services Specialist, Bose McKinney & Evans LLP

Congratulations, you’ve selected your online catalog system! After you have decided on a new platform and signed the contract, you will need to implement the new system. The general stages of implementation are:

  • Record migration
  • Library employee training
  • Product customization
  • Promotion of OPAC

The implementation process involves several considerations. Your new vendor should be able to help you bulk import your old library records to your new system. As mentioned in Part 1 of this post, hopefully you’ve made absolutely certain to double-check on this functionality before you signed the contract. The lack of this service is a deal-breaker. Even the smallest law libraries can have thousands of records that are critical for day-to-day operations. An inability to import records in bulk or compatibility issues between the old and new systems could make the migration process difficult, lengthy, and possibly not worth the associated time and cost. Some larger libraries also may have the same consideration for patron records.

The new generation of library catalog systems tend to have far more functionality than older ones, therefore, a surprising amount of training may be needed for your staff. Expect to spend weeks or even months discovering all the new features and how to use them. Be sure that your library staff has at least 10-15 hours over the first several weeks to dedicate to initial training with the vendor, reading manuals, and/or watching training videos. Also, account for extra staff time spent on performing routine tasks in the new system. Allowing for some overtime during the transition period also may be necessary.

After you have mastered the features available in the new system, you will need to spend time customizing it to your needs. Your vendor may be able to help you with some of this, but much of it will be left to you. Depending on which product you go with, the biggest customization may be designing your OPAC. You not only will have to design its overall appearance; you also will need time to determine which features to make available to your patrons. Which search fields will you make available? Will there be links to outside resources? If so, which ones? Will your patrons be allowed to add and remove themselves to serials routing lists? Do you want them to use the OPAC to submit reference requests? After you have answered and implemented all of your customized features, time devoted to testing them is essential.

Build it and they will come? This may hold true in some instances, but no matter what, make a plan to promote the OPAC to the employees at your firm. Every library catalog needs name—one way to get people excited about your new online catalog is to ask for name suggestions or have a naming contest. Next up is announcing the chosen name and arranging demonstrations of the catalog at your firm’s practice group meetings. Also, don’t forget to demonstrate it to the paralegals and secretaries at their meetings. If your firm has an intranet, position the link to the OPAC prominently. Lastly, in the ensuing months make sure to remind people about the OPAC whenever you get the chance. As people call asking where a certain book is kept or if the latest issue of a favorite current awareness journal is in yet, take the opportunity to remind them about your new catalog system.

Advantages abound in moving up to a next-generation online catalog system. Chief among them is the ability to offer attorneys seamless access to the entire universe of resources in your library’s collection. The benefits of doing so far outweigh the time and effort needed to make it happen.

 

Librarians and Vendors: Some Thoughts As Conference Season Approaches

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by Charles J. Lowry, enterprise sales representative for Fastcase

The poet Dante took great relish in describing the sign over the entrance to the underworld. There is a part of that sign that all vendors secretly fear is in the hearts of librarians as they contemplate the exhibit hall:

Per me si va ne la citta dolente,

Per me si va ne l’etterno dolore,

Per me si va tra la perduta gente.

Inferno III.1-3

“Through me you enter into the grieving city; through me you enter into unending sorrow; through me you enter to be among a forsaken nation.” What I hope to do over the next few paragraphs is to offer a couple thoughts that might enable both librarians and vendors to appreciate the opportunities and challenges of the exhibit hall. These thoughts are based on years of experience, but it is my experience only. I make no claim to speak for all vendors or for any particular vendor, including my employer. Continue reading

Partnering With County Law Libraries As Law Firm Members

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by Michael Ginsburg, Reference Librarian at Arnold & Porter

Collaboration has often allowed librarians to overcome challenges of access to needed information resources. Early examples include interlibrary loans and document delivery. services. As our firm libraries face new challenges of access, collaboration can again help us succeed, benefiting not just the attorneys we serve, but also county law library (CLL) users. In cities without membership law libraries, we should engage interested CCL colleagues to develop or expand member services. Continue reading

LIBRARIAN, CONFERENCES, VENDORS AND EXHIBIT HALLS: PROFITING FROM PROXIMITY

handshakeChuck Lowry is an enterprise sales rep for Fastcase, the winner, with Hein, of the 2014 AALL new product of the year award. Chuck can be reached at 202.999.4975 or clowry@fastcase.com.

The other day, I got my thirty-year pin in the mail from AALL. Now this only poses a mid-life crisis for me if I am able to live to one hundred twenty-eight years of age, and my family history screams that such a span is unlikely. Still, I like to think that there may be some benefit to others in thinking about my experience dealing with law librarians, especially at conferences. Much of what I say will be obvious to those of you who have attended several conferences; if I am only able to help you express or articulate what you have learned from the conferences, that will perhaps be useful to some of our readers. Continue reading

“There’s a fly in my research” and other tales from the vendors’ kitchen!

by Alys Tryon, Lane Powell PC

I want to preface this by first acknowledging all the really awesome corporate partner representatives I’ve been lucky enough to work with. Your hard work has enabled me to provide my attorneys excellent support, and you’ve saved my butt more times than I’d like to admit. Your work is more dynamic and complex than I’ll ever know, and I hope your employers are just as committed to supporting you as you are to supporting us.

I’m guessing they might not be though, because there should be more of you. Continue reading