As plataformas de serviços de bibliotecas, em inglês library services plataforms (LSP), são sistemas para gerenciamento unificado de todo o espectro de materiais, impressos, eletrônicos e digitais, que compõem as coleções das bibliotecas atualmente. Utilizados desde 2012, somente por instituições fora do Brasil, estes sistemas são providos mediante serviços em nuvem, no modelo Software-as- a-Service e em arquitetura multi-tenant. Esta nova tecnologia, considerada disruptiva, traz mudanças nos processos de trabalho das equipes das bibliotecas e da área de tecnologia da informação. A adoção de um novo sistema, recente e contemporâneo, requer sólida fundamentação sobre seus benefícios, de modo a justificar, junto aos gestores das organizações, os investimentos necessários. Estudos indicam que o sucesso de um sistema de informação pode ser verificado através da avaliação da satisfação dos usuários desse sistema. Com o objetivo de compreender o fenômeno da adoção das plataformas de serviços de bibliotecas, esta pesquisa explora as percepções avaliativas de seus usuários internos, através de uma abordagem qualitativa e por meio de um estudo de caso. A coleta de dados se apoia na pesquisa documental e na realização de entrevistas com os funcionários da Biblioteca da University of Surrey (Guilford, Inglaterra), usuários internos da plataforma de serviços de bibliotecas Alma O roteiro para condução das entrevistas baseia-se no modelo de antecedentes da formação da satisfação de usuários finais, dos autores Au, Ngai e Cheng (2008), e busca identificar os construtos principais e determinantes da satisfação ou da insatisfação dos funcionários da Biblioteca em relação ao sistema de gerenciamento utilizado. A pesquisa conclui que a qualidade do sistema é o construto de maior satisfação entre os usuários da LSP, enquanto que a qualidade do suporte ao sistema pode ser melhorada. Demonstra que o equilíbrio para o atendimento do desempenho do trabalho é relevante para os usuários, revelando que os esforços são altos, mas os benefícios compensam. As narrativas dos entrevistados evidenciam que a implantação da plataforma de serviços de bibliotecas implica em mudar o modo de fazer habitual, propõe rever e estabelecer novos fluxos de trabalho e cria interfaces entre setores e atividades. Este processo afeta o status quo organizacional e permeia as relações interpessoais no trabalho - o que requer suporte de uma forte estratégia motivacional. / Library services platforms (LSP) are the new genre of library management systems. They manage all type of materials that belong to the libraries collections today - printed, electronic and digital. These systems are being used by libraries all over the world since 2012, but not yet in Brazil. The new systems are provided through a Software-as-a-Service (SaaS) model and multi-tenant architecture. This new disruptive technology changes the current workflow processes involving the library and the information technology areas. The adoption of a modern, new and recent system requires a clear vision about its benefits to justify the decision and the necessary financial support to the institution managers. Many earlier studies have found relations between the information system success and the end users satisfaction. The aim of this research is to study the adoption of a library services platform phenomenon based on the perceptions and evaluations of its end users, through a qualitative approach and applying a case study method. The data collection was performed through documental research and interviews with the staff of the University of Surrey Library (Guilford, England), which uses the Alma library services platform The interview script followed the model of antecendents of end users satisfaction formation proposed by Au, Ngai e Cheng (2008) and seeks to confirm the main and determinant constructs of the library staff users´ satisfaction or dissatisfaction regarding the management system used. The research concludes that the system quality is the highest satisfaction construct among LSP users, while system support quality can be improved. It demonstrates that equitable work performance fulfillment is relevant for the users, and despite their inputs and efforts, the benefits are considered valuable. The respondents´ narratives highlight that the library services platform implementation changes the usual way of doing things, establishes new and improved workflows and creates interfaces between departments and activities. This processs affects the organizational status quo and permeates interpersonal relations in the workplace, which requires a strong motivational strategy.

As plataformas de serviços de bibliotecas, em inglês library services plataforms (LSP), são sistemas para gerenciamento unificado de todo o espectro de materiais, impressos, eletrônicos e digitais, que compõem as coleções das bibliotecas atualmente. Utilizados desde 2012, somente por instituições fora do Brasil, estes sistemas são providos mediante serviços em nuvem, no modelo Software-as- a-Service e em arquitetura multi-tenant. Esta nova tecnologia, considerada disruptiva, traz mudanças nos processos de trabalho das equipes das bibliotecas e da área de tecnologia da informação. A adoção de um novo sistema, recente e contemporâneo, requer sólida fundamentação sobre seus benefícios, de modo a justificar, junto aos gestores das organizações, os investimentos necessários. Estudos indicam que o sucesso de um sistema de informação pode ser verificado através da avaliação da satisfação dos usuários desse sistema. Com o objetivo de compreender o fenômeno da adoção das plataformas de serviços de bibliotecas, esta pesquisa explora as percepções avaliativas de seus usuários internos, através de uma abordagem qualitativa e por meio de um estudo de caso. A coleta de dados se apoia na pesquisa documental e na realização de entrevistas com os funcionários da Biblioteca da University of Surrey (Guilford, Inglaterra), usuários internos da plataforma de serviços de bibliotecas Alma O roteiro para condução das entrevistas baseia-se no modelo de antecedentes da formação da satisfação de usuários finais, dos autores Au, Ngai e Cheng (2008), e busca identificar os construtos principais e determinantes da satisfação ou da insatisfação dos funcionários da Biblioteca em relação ao sistema de gerenciamento utilizado. A pesquisa conclui que a qualidade do sistema é o construto de maior satisfação entre os usuários da LSP, enquanto que a qualidade do suporte ao sistema pode ser melhorada. Demonstra que o equilíbrio para o atendimento do desempenho do trabalho é relevante para os usuários, revelando que os esforços são altos, mas os benefícios compensam. As narrativas dos entrevistados evidenciam que a implantação da plataforma de serviços de bibliotecas implica em mudar o modo de fazer habitual, propõe rever e estabelecer novos fluxos de trabalho e cria interfaces entre setores e atividades. Este processo afeta o status quo organizacional e permeia as relações interpessoais no trabalho - o que requer suporte de uma forte estratégia motivacional. / Library services platforms (LSP) are the new genre of library management systems. They manage all type of materials that belong to the libraries collections today - printed, electronic and digital. These systems are being used by libraries all over the world since 2012, but not yet in Brazil. The new systems are provided through a Software-as-a-Service (SaaS) model and multi-tenant architecture. This new disruptive technology changes the current workflow processes involving the library and the information technology areas. The adoption of a modern, new and recent system requires a clear vision about its benefits to justify the decision and the necessary financial support to the institution managers. Many earlier studies have found relations between the information system success and the end users satisfaction. The aim of this research is to study the adoption of a library services platform phenomenon based on the perceptions and evaluations of its end users, through a qualitative approach and applying a case study method. The data collection was performed through documental research and interviews with the staff of the University of Surrey Library (Guilford, England), which uses the Alma library services platform The interview script followed the model of antecendents of end users satisfaction formation proposed by Au, Ngai e Cheng (2008) and seeks to confirm the main and determinant constructs of the library staff users´ satisfaction or dissatisfaction regarding the management system used. The research concludes that the system quality is the highest satisfaction construct among LSP users, while system support quality can be improved. It demonstrates that equitable work performance fulfillment is relevant for the users, and despite their inputs and efforts, the benefits are considered valuable. The respondents´ narratives highlight that the library services platform implementation changes the usual way of doing things, establishes new and improved workflows and creates interfaces between departments and activities. This processs affects the organizational status quo and permeates interpersonal relations in the workplace, which requires a strong motivational strategy.

The adoption of Integrated Library Systems (ILS) helps library staff to automate libraries’ routine operations. While some libraries are coping well with automation, others most especially in Sub Saharan Africa face challenges and setbacks. The purpose of the study is to explore the adoption of an open source ILS, Koha, at Kyambogo University Library Service (KyULS). The study employs a qualitative approach where data is gathered using semi-structured interviews. Collected data was analysed using content analysis. The results of the study indicate that the drivers for adopting an ILS in KyULS are: qualified staff members, Koha being an open source software, training, and library automation trends in sister university libraries. The barriers to ILS adoption on the other hand included: lack of infrastructure, internet instability, insufficient funding, bureaucracy and the ILS’s unsuitability to persons with visual impairment. This report further provides recommendations to alleviate or resolve the difficulties that are hampering KyULS specifically and potentially other libraries when adopting ILSs. They include having a well-planned process of adopting the ILS, provision of a centralised and stable campus-wide inter/intranet network, establishment of required ILS infrastructure, sourcing of external funding, carrying out wide spread sensitisation of the ILS, continuously training the library staff members in the use of the ILS and collaboration with ILS adoption champions in other academic libraries. This study may be of value to academic librarians, LIS schools and ILS vendors globally as it helps them better understand the unique challenges faced by libraries in Sub-Saharan Africa. / Dissertation (MIT)--University of Pretoria, 2014. / Information Science / MIT / Unrestricted

隨著時代的變遷，圖書館員和使用者對於圖書館自動化系統的功能和現況漸漸產生許多不滿與問題。由於系統的開發過程封閉且原始碼無法取得，使圖書館只能另覓其他的自動化系統產品。開放程式的發展在二十一世紀隨著網際網路的發展受到重視。開放程式的圖書館自動化系統讓使用者除了使用還可以有複製、散佈、研究、改寫、再利用的自由。 本研究旨在探討台灣開放程式圖書館自動化系統的引進與發展現況，以Koha系統為研究對象，首先由文獻探討獲得圖書館自動化的現況、開放程式碼的發展，及開放程式應用於圖書館自動化系統之現況，並依據TAM科技接受模式為基礎設計問卷問項與進行分析，接著由訪談的方式深入瞭解台灣使用Koha系統的現況與問題，訪談對象包括使用Koha系統之圖書館以及與Koha系統相關的單位或個人，最後進行問卷調查與訪談資料整理分析。 本研究結果如下：1.台灣開放程式圖書館自動化系統的現況：台灣引進Koha系統始於2005年，由輔大圖資系毛慶禎副教授提倡Koha中文繁體的發展。使用對象多為中小學圖書館與對開放程式有興趣者，由於政府政策的影響，未來繼續使用Koha系統之中小學圖書館將銳減。2.圖書館使用開放程式圖書館自動化系統之動機：(1)圖書館未自動化；(2)缺乏購買系統的經費；(3)經由推廣取得；(4)對應用開放軟體有興趣；(5)過去使用過的圖書館自動化系統不成功；(6)教學使用；(7)有良好的技術支援協助。3.對Koha系統接受度不高：Koha系統由於技術支援、易用性與滿意度不足，以及受到政府政策影響，導致其接受度不高。4.成功使用開放程式圖書館自動化系統之因素：(1)教育訓練與交接完整；(2)其他人力支援；(3)技術支援；(4)介面親和；(5)功能容易使用；(6)館員態度積極。5.使用開放程式圖書館自動化系統失敗之原因與困難：(1)教育訓練不足；(2)缺乏人力；(3)缺乏技術支援；(4)功能不全；(5)系統說明手冊不完整；(6)介面不親和；(7)技術門檻較高。 本研究結果可提供台灣未來發展開放程式圖書館自動化系統的參考方案，觀察使用Koha系統圖書館失敗的原因以及與Koha系統相關單位兩方的觀點與困難，發現其中產生的問題，給予Koha系統、使用者與在地團隊建議。 / As the wheel of time turns, librarians and users of the integrated library system(ILS) become to be unsatisfied the features of ILS. Because of the developing process is closed and the unavailability of the source code, libraries have to try other ILS products for further development. Open source ILS is one of options, it gives users the freedom to copy, distribute, research, rewrite and reuse. The purpose of this research is to study the current developing situation of open source ILS in Taiwan. We use Koha system as research case. By studying related papers, we captured the current situation of ILS, the development of open source, and the application of open source ILS. Using the questionnaires based on technology acceptance model (TAM) and interviews, we enhance our understanding of the current use and question about the Koha system in Taiwan. The findings are as follows: 1.Current view of open source ILS in Taiwan: Prof. Mao has been distributing the developing of Koha in traditional Chinese since 2005. Users who used Koha system are mainly libraries in junior-high schools and elementary schools and those who are interested in Koha system. Due to the policy of Ministry of Education, the usage of Koha system in libraries in senior-high schools and elementary schools will be significantly less after 2010. 2. Reasons why libraries use open source ILS were categorized as follows :(1)Libraries was not automated; (2)Libraries were not automated successfully; (3)Libraries adopted Koha from promotion; (4)Libraries had insufficient budget; (5)Libraries had good technical supports; (6)Schools used Koha for education training purpose; (7)Schools were interested in the usage of open source. 3.The reasons of low acceptance of the Koha system: (1)Lack of technical supports; (2)Koha system was hard to use for average users; (3)Ministry of Education command the elementary and secondary schools to adopt new ILS. 4.Factors of the success adoption of the open source ILS: (1)Complete education training for users; (2)Other human resource support; (3)Technical support; (4)Friendly user interface; (5)Ease of use; (6)Positive attitude. 5.Reasons of the failure of library automation system and its difficulties: (1)Lack of training; (2)Lack of human support; (3)Lack of technical supports; (4)Incomplete features; (5)Incomplete system manual; (6)Unfriendly user interface; (7)Higher technology requirement.

臺灣地區公共圖書館自動化系統連結的模式，以縣市文化局(文化中心)與鄉鎮圖書館連結，共用一套系統運作為最主要的模式。此種模式自1996年開始推動建置以來，已經提供給縣市民眾一證通用、聯合書目館藏資料庫查詢等服務，部分縣市也開始進行館際互借、互還的準備作業，進一步利用共用系統所提供的功能。完成各縣市公共圖書館自動化系統的階段後，如何整合各縣市公共圖書館的自動化系統，提供跨系統資訊交換，促進不同縣市公共圖書館的館際合作事宜，以及擴大讀者跨縣市使用公共圖書館的館藏資源，是本研究進行的動機。 本研究的目的，在調查瞭解臺灣地區公共圖書館運用圖書館系統進行的狀況及館際間交流問題，蒐集歸納圖書館自動化系統對跨館際作業方面的功能、架構及相關標準之運用，分析不同跨系統整合模式的優、缺點及可行性，以建置臺灣地區公共圖書館自動化系統整合模式的作業方式，提供給公共圖書館、主管政府機關決策及廠商開發系統相關功能的參考。並引用其他資訊領域相關技術及概念，勾勒圖書館自動化系統未來的發展方向及建議。 本研究採用文獻分析、問卷調查及資訊系統分析等研究方法。問卷調查以公共圖書館之系統管理人員或主管為主，包括國立圖書館及各縣市級公共圖書館，為使調查數據精確與客觀，輔以調查系統廠商與大型大學圖書館之系統館員。 本研究之結論，建議公共圖書館自動化系統跨系統整合架構：(一)、以共用一套系統，(二)、設置「中心系統」供同質系統連結，以及(三)、設置「中心系統」供異質系統連結等架構方式為主。整合的區域範圍以生活圈為較適合的範圍，未來可擴大至整個臺灣地區。整合系統的功能面，除了促使廠商遵循相關標準發展系統外，建議參考不同領域之資訊應用層用，以讀者需求為導向，並可以考量資訊委外及圖書館自動化系統採用「應用系統供應服務」(Application Service Provider，簡稱ASP)模式，以減少公共圖書館資訊管理專業人力缺乏的問題。 / The main connective model of the public libraries automation system in Taiwan area is an integrated model connected between the municipal and county cultural bureaus (cultural centers) and rural libraries with one mutually automated system. Since its setup in 1996, the model has provided library patrons of all cities and counties with services of the union bibliographic database and one library card to be used at all libraries. Some counties and cities have also prepared to advance the interlibrary loan service and utilize the functions of the common library automation system. The motive of the study is to find out the integration of the public library automation in every county and city, to the provision of the intersystem information exchange, the promotion of the public library cooperation, and the expansion of the cross utilization of collections resources of public libraries all over Taiwan when the public library automation system has been completed in every county and city. The purposes of the study are: to investigate and find out the state of art of the operation of library automation systems of public libraries in Taiwan area and the interlibrary exchange problems, to collect and generalize functions, structures and related standards of interlibrary processes of the library automation system, and to analyze advantages and shortcomings and feasible methods of each intersystem integrated model, so as to work out a union model of public libraries integrated automation system in Taiwan area for reference by public libraries, government institutions and factories in their decision making and system development. Forthermore, the study tries to make an outline of the future development trends of the library automation system and offer some proposals on the basis of other information related technology and conceptions. The document analysis, questionnaires, information system analysis and other approaches are used for the research. The questionnaires are collected mainly from the library system management staffs or chiefs including national libraries and municipal and county public libraries. In addition, similar questions are also asked to system librarians, information system factories and college system librarians in order to make the data more accurate and objective. The conclusions of this study suggest three intersystem integrated structures of the public library automation system: “one” system, one “central system” set up for connecting with other uniform systems, and one system to connecting non-uniform systems (with at least one of the connected libraries available with a “central system”). The applicable area range of the integration is preferably life circle area, and may be expanded to the whole Taiwan area in the future. As to functions of the integration system, in addition to promoting factories, developing the system on the basis of the relative standards, suggestions are made for applications of information technology in other domains and in compliance with patron-oriented needs. Public libraries can also consider information outsourcing and adopt ASP (Application Service Provider) mode for the library automation system, so as to help out the lack of information management professional staffs.

Library automation is approaching its 90th birthday (deduced from Pace, 2009:1), and many librarians no longer remember the inefficiencies of the manual systems that were previously in place. For some, however, automation has not gone nearly far enough. In this second decade of the new millennium some libraries in Lesotho face multiple challenges in automating their services while libraries internationally are staying relevant by rapidly adapting their services to address the needs and demands of the clients. It was anticipated that full library automation is a prerequisite for delivering 21st-century library services and the researcher embarked on a process to establish whether libraries belonging to the Lesotho Library Consortium (LELICO) have automated to the extent where they will be able to provide the services that are currently in demand. The purpose of this study was to analysewhether full library automation is indeed a prerequisite for libraries to offer the services required in the current millennium. The study focused on LELICO member libraries. Benchmarking was done with selected South African academic libraries. Data were collected by means of interviews with all respondents, namely, LELICO member libraries, librarians from South African libraries and with international system vendors operating from South Africa. The study found that LELICO member libraries are indeed lagging behindin terms of service provision. LELICO member libraries do not appear to understand; which library services are possible when state-of-the-art technology is fully implemented. The study found furthermore that the laggard status is caused by factors such as a lack of funding, too few professional staff and ineffective support from management. These and other findings helped formulate recommendations that would underpin a renewal strategy for LELICO. The proposed recommendations include that LELICO should deliver a more meaningful service to its current members. LELICO member libraries should be using technology more effectively in their operations and good relationship between a system vendor and its clients should be seen as an asset that should be maintained.LELICO should be playing a key role in making change a reality. / Information Science / M.A. (Information Science)

Thesis (MPhil (Information Science))--University of Stellenbosch, 2006. / The Human Sciences Research Council (HSRC) is South Africa’s statutory research agency dedicated to the social sciences. Information Services (IS) plays a significant role in advancing social science research through the provision of its proactive desk research and its library service. HSRC IS is looking at implementing a library solution that will better serve its users. The existing library system no longer meets the needs of the HSRC Library staff or the research staff. The functionality and efficiency of an ILS is critical to the smooth operation of IS in fulfilling its mandate within the HSRC, i.e. to provide access to information, in an efficient, useful, and timely manner, the focus being on ease of accessibility to a whole range of library and other online resources. The ILS must be able to handle many formats, accommodate searching on the Internet, provide a variety of functions including manipulating electronic data, working with graphics and expediting resource sharing. IS identified the following three ILS solutions, together with their add-on components 1) Innovative Interfaces’ Millennium solution, 2) SIRSI’s Unicorn solution and 3) Ex Libris’s ALEPH solution. The user and system requirements for ILS at the HSRC are sketched. The unique requirements, as well as the requirements the HSRC shares with other research organisations, are pointed out. The three ILS are evaluated against the criteria established. All three the ILS suppliers specialise exclusively in library automation software and have many years of experience in the provision and support of ILS, Innovative Interfaces Inc and Ex Libris for 25 years each and SIRSI for 15 years. Innovative Interfaces Inc has the largest customer base in South Africa. Ex Libris has one academic consortium as a client (CALICO) and some smaller utilisers, while SIRSI is just breaking into the South African market. All three systems comply fully with all the Cataloguing, Serials and Acquisitions modules requirements, that is, the more traditional library functionalities. When it comes to the more ‘non-traditional’ functionalities, such as full-text searching and discussion forum functionality, these systems still fall short. It is either not supported at all, or additional modules or add-ons are required. The various systems requirements are aligned to the current information technology environment at the HSRC. The conclusion is that the actual differences between the systems are few and far between, but that there are some specific requirements and add-on possibilities which makes Millennium the most attractive choice.