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Home » Categories » Computers & Networking » Software » Procurement Strategy - Evaluating Library Software (the Bulleted Version) » Printer Friendly

Procurement Strategy - Evaluating Library Software (the Bulleted Version)

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Submitted Thursday, May 01, 2008
Claire Stokoe (5)
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Professionals may undertake the task of choosing an integrated library management system (ILMS) only once or twice in their career (unless they are a consultant). When I was at library school this was not specifically covered in the cur­riculum. When I worked as a consultant I used to ask people how they would buy a system, and most people said they would ask a friend'. This approach may be appro­priate if your friend works in the same type of library, but obtaining references is only one part of the picture, and at worst you could end up with a system unsuited to your library.

Purchasing an ILMS is an important decision: if you make the right choice, your system should be in use for at least five years if not 10 or more. So what should you take into account?

Define objectives: First of all ask yourself, Why am I buying an ILMS?' Possible answers might be:

  • to replace an unsupported or out-of-date system
  • to bring in an integrated system to replace uncoordinated databases and manual systems
  • to lower maintenance and training costs
  • to increase staff efficiency
  • to divert library staff from administrative tasks to front-desk services.
Also consider objectives from the wider business development perspective to strengthen the business
  • case for your pur­chase:

    To provide more management informa­tion

    • to improve user service
    • to reduce administrative duplication and increase data consistency by importing user data
    • to maximise return on existing technolo­gies or services
    • to comply with regulatory audits
    • to contribute to risk management strategies.
    Next, list functions that you need in a new system and ones your present system doesn't offer or doesn't do well.

    Visit trade shows: Visit trade shows, such as Online Informa­tion and the Library & Information Show and CILIP Showcases, to get an idea of the different products available.

    Consultation: Following good change management practice, consult your staff early on in the whole process, including setting objec­tives and listing functional requirements.

    Involve IT: Involve IT early on in the project and find out what technology constraints there might be.

    Usability: There is absolutely no point in having a system that ticks all the boxes on your specification, but is frustrating for user or administrators

    Assessing the Invitation to Tender: The ITT will help you form a shortlist of products you want to look at in more detail.

    Price. When considering price or costs, don't forget to consider the initial costs as well as the ongoing costs, both visible and hidden.

    Presentations: Invite the vendors of the shortlisted prod­ucts to give a presentation to a panel of deci­sion-makers including IT.

    Trial: Would you buy a car without taking it for a drive? Surprisingly many people buy an ILMS without trying it first.

    Criteria for your final decision:

    Agree criteria for your final decision. These may include:

    • Meets overall objectives agreed at the outset
    • Good match to functional checklist/core specification
    • Matches technology constraints
    • U sability or ease of navigation
    • G ood vendor support record or customer retention record
    • V endor prepared to add enhancements
    • E ase of maintenance
    • L ow training overheads
    • L ow support overheads
    • C onfidence in product
    For the full version of this report please go to: - Evaluating library software on the Bailey solutions website.

    Penny Bailey is Managing Director of Bailey Solutions Ltd and had a former career as a library consultant, She recently won, with Brian Thomas of Fox Williams, the Biall/Lexis Nexis Butter­worths Award for Excellence for Best Use of Technology in a Library Project for the Biall (British & Irish Association of Law Libraries) website. You can contact Penny at www.baileysolutions.co.uk.



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