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DR.P.PADMA
ASSISTANT PROFESSOR
DOLIS
AUTOMATED HOUSKEEPING OPERATIONS
INTRODUCTION
Library automation refers to the implementation of
information and communications technologies
(ICT) in the libraries and information centres for
replacing manual library operations. The term
automation is used for any process which is done
through input and output operation. Library
automation system includes maintenance of large
bibliographical database. The status of library
automation depends on Interaction between human
and computer to accomplish various tasks of the
library automation systems. In order to provide and
also to enable the records in the database. The
international standards for bibliographic
description of library automation system uses
sophisticated software tools and standard to index
search and display information from the database
created.
Contd….
Library automation includes
Computerization of the house –keeping
operations of the library
Operate a computerized library management
system
Improve control over the increased volumes of
workload of the library
Integrated need of information technology
Implementing Library
Automation
Library automation, which started in late 70’s in few
special libraries, has now reached the university libraries. It
is yet to take off in college libraries in India. Library
automation refers to the use of computers in the routine and
important services of a library. Automation of a library has
mainly two components, viz. computerization and
networking. Computerization will help a library to modernize
its in-house operations while networking will allow it to
access other libraries for the exchange of information
■ Library automation enable adequate
monitoring, controlling, delivery of
services access to bibliographic
records and collaboration.
■ Wikipedia (2017) noted that an
Integrated Library System(ILS), also
known as a Library Management
System (LMS), is an enterprise
resource planning system for a library,
used to track items owned, orders
made , bills paid, patrons registration
and who have borrowed book and non-
book resources from the library
Library
Automation
Areas (modules) of Library
Automation
Most ILS separate software functions into discrete programs
called modules. The modules are well integrated with each
other with a unified interface. Some examples of ILS
modules include
■ Acquisition module
■ Circulation module
■ Serials control module
■ Cataloguing module
Library Housekeeping
Operations
The basic housekeeping functions of a library irrespective of its
type or size may be grouped as acquisitions, processing, use and
maintenance . Their operations follow some definite work flows/
routines and therefore are amenable to computerisation. It means
a computer or a group of computers can perform routine clerical
chores quickly and cheaply.
Library Housekeeping Operations
■ Acquisitions
– Select, Order, Receive ,Accession
■ Processing
– Classify, Catalogue, Label, Shelve
■ Use
– Locate, Lend ,Reserve ,Recall
■ Maintenance
– Bind, Replace ,Discard
■ Housekeeping operations of a library
include all operations such as
– Acquisition,
– Cataloguing,
– Circulation,
– Serials control and
– Maintenance
Housekeeping
Operations
Acquisition
Acquisition is one of the important functions of any library. The goal
of the library which is to satisfy the users will depend on the acquisition
system of the library i.e. the user of the library will be satisfied only if the
library acquires reading materials based on the users’ demands. Acquisition
also results in effective and efficient collection development of the library
and hence acquisition of reading materials is an important job and is also
highly labour intensive. Therefore automation in this area is very much
required.
Contd..
The acquisition of the library is saddled with
the responsibility of procuring bibliographic
materials either through purchases, exchange
or gifts
■ The module include
■ Name of vendors/donor
■ Address of vendor/donor
■ Quantity , materials, cost of materials to be
procured
■ Deliver date, ordering, receiving and
invoicing, etc.
Objectives of
an
automated
acquisition
■ Elimination of maintenance of several manual files which
consumes a lot time of the staff which intern eliminates may errors
in reporting, control etc.
■ Improve accuracy in all facets of acquisition process.
■ More effective and efficient handling of claims and cancellations.
■ More accurate and timely financial data recording, accounting and
reporting.
■ Eliminating of the need for manual processing of discount. Foreign
exchange and other invoice data.
■ Improved ability to track orders, receipts, invoice and claims.
■ Improved binding control including maintenance of binding data
records, provision of binding alerts, production of binding orders
and tracking.
■ Integration of acquisition with cataloguing and serial control for
more effective bibliographic holdings.
■ To provide necessary management information reports.
■ Improved services to the users through faster, timelier processing
of orders and receipts
Function of Acquisition module
There are many
function of
acquisition model
Receive and
request the from
user/client
Collection and
suggestion from
staff and users
Duplicate of
check
Interacting the
users intimating
the users
Enquires
Invoice,
processing and
payment reminder
ordering
Vendor record
budget, discount,
Exchange rate
Book order
procedure
Maintenance of
different
database
Generate the
acquisition report
Cataloguing
The library catalogue is considered as a mirror of the library because it reflects the
collection of the library i.e. whether the library possesses good, bad or satisfactory
collection. It is considered to be the base for most of the library activities such as
acquisition, reference, inter library loan etc. In acquisition activity, the catalogue is referred
to avoid duplication of reading materials. In reference and inter library loan activities, the
catalogue is consulted to see reference and other documents which can be provided on loan
or can be consulted to answer reference queries. Hence, the catalogue is considered as an
important tool in the library. So, if automation of the catalogue is done, then it will be very
much beneficial to the users and the staff wherein they can get the desired information with
no time. Similarly if the catalogue is made available in a network environment through
LAN, then users can have simultaneous access to the same database. So also the library staff
will appreciate the automated system since it will eliminate their job of printing the cards,
filing the cards, keeping the catalogue up-to-date, etc. The automated catalogue also
conserves space as compared to the large catalogue cabinet, which occupies a lot of space in
the library.
Contd..
The cataloguing function is to organize the library resources with suitable
bibliographic controls to facilitate access to the resources. The catalogue
module comprises
• The author’s name
• Title or subject of the materials
• Year of publication/Publisher, place of publication, call number, ISBN,
ISSN, Edition, etc
CONTD…
OPAC (Online Public Access
Catalogue)
OPAC is one of the existing aspects of library automation. OPAC is
a catalogue, which is available for searching online. Such OPAC may be
searched from a terminal within the library or at a terminal elsewhere in the
organization remotely via national or international telecommunication
networks. Today majority of the software’s which are used for automation in
libraries provide a separate module of OPAC. With the latest developments
in integrated systems the OPAC is connected to the circulation system so that
the used can come to know whether the document he/she is looking for is
currently available in the library or on loan. OPAC also promotes resource
sharing program and bibliographic search can be done by author, title,
accession number, ISBN, Keywords etc. Search in OPAC is by using
Boolean logic or by truncation.
Contd..
With the OPAC home page, users can do the
following things:
■ Search the catalogue for new arrivals.
■ Search within the selected item type.
■ Suggest a book for procurement.
■ Reserve an item.
■ Know the status of an item.
■ Reading history of their account at library.
■ Prepare a selected reading list. Proper training
is required to the users to use OPAC
effectively.
The main component of a circulation
control system is the transaction of
documents i.e. issue and return of
documents. This database contains
bibliographic details of the documents
which provide information on titles,
authors and publishing details, which are
used in notifying the users about the
overdue. Circulation involves the
charging and discharging of library
materials, reservations, statistics, sending
of reminders for the over-due material, etc
Circulation
Contd..
The circulation desk of a library carry out charging and discharging .Lending of materials to patrons
and receiving them back), registration of new users,, etc.
The module therefore will have the following:
■ Name of borrower(patron)
■ Address of borrower
■ Account number (for students only)
■ Status(Student, staff, visitor)
■ The department of the borrower
■ The author/title of the book
■ Data Borrowed
■ Date due
■ Accession number
■ Id card number and every necessary detail that will be needed to track the borrower
Features of
Automated
Circulation
system
■ To know the status of the items.
■ Identification of items on loan to a particular
borrower.
■ Maintaining the reservations& to send
available information to users when it returned
by the other users.
■ Sending circulation alerts i.e. check out &
check in.
■ Sending system generated reminders to
overdue items.
■ Printing recall notices for items on long term
loan.
■ Renewal of loans.
■ Notification to library staff of overdue items
and printing of overdue notices.
■ Calculation of fines.
■ Issuing no due certificates
Functions of an
automated circulation
control
■ Provision of information on location of circulation items.
■ Identification of items on loan to a particular borrower or
class of borrowers.
■ Recording of hold or personal reserves for items on loan but
desired by another borrowers often with additional provision
for notifying the library staff when the item is returned and
printing a ‘book available notice’ for mailing to the persons
who requested the item.
■ Printing recall notices for items on long term loan.
■ Renewal of loans.
■ Notification to library staff of overdue items and printing of
overdue notices.
Contd..
■ Notification to library staff of diligent
borrowers (i.e. those with unpaid fines or
overdue books) either at time of an attempted
loan or at time a borrower is leaving the
institution or on request forms the library.
■ Calculation of fines, printing fine notices,
recording receipt of fines and sometimes
printing of fine receipt.
■ Calculation and printing of statistics of various
types.
■ Analysis of both summary statistics and
statistics related to circulation of particular
items for use in acquisition, planning of
services and for other administration purpose.
■ Provision for printing due date slips,
automatically generating orders for lost book
or needed addition copies and printing mailing
labels for remote borrowers.
Serial control
The term serial control refers to those tasks which support the procurement and
management of serials collection in a library. Serials are published at regular
intervals and the publication is intended to continue indefinitely. Besides scholarly
journals and popular periodicals, serials include magazines and all other periodical
publications as newsletters, newspapers, annual reports, proceedings of learned
bodies, monograph series etc. the term serial control usually denotes two very
distinct aspects: bibliographic control and processing control. Bibliographic control
of serials involve preparation and maintenance of a central master list of all serial
publications which includes full title, short title, variation form earlier titles,
publishers, ISSN, frequency etc. Serials processing control comprises of acquisition,
claims controls, cataloguing, circulation, binding, weeding out etc.
Contd..
Serials are of different kinds including
journals, magazines, newspapers,
newsletters, report, memos. The module
may have
■ Volume number
■ Issue number
■ Frequency of publication
■ Publisher/date of publication, etc
Objectives of
automated
serial control
The major objectives of automated serials control
system may be summarised as follows:
■ To record and maintain accurately and timely the
serials holdings data
■ To have effective and efficient control over
subscriptions, claiming and cancellations
activities
■ To have a good control over bidding and related
activities
■ To provide accurate and timely financial
information
■ To provide necessary management information
reports, whenever they are required; and
■ To reduce labour and time consuming work
involved in manual serials control systems
Functions of an automated serial
control system
■ Input the data when the library receives issues.
■ Ordering new serials and renewing the presently subscribed journals.
■ Sending reminders to follow up missing issues.
■ Accessioning of individual issues when the library receives them.
■ Cancellation of presently subscribed journals.
■ Controlling of budget spent on subscription binding etc.
■ Binding of issues when a particular volume is complete.
Problems in serial
control
■ Serial Management is an integral part of the library operations.
It has fewer titles to handle as compared to acquisition system
but must record more details for each title and hence it is one of
the most complex and expensive procedures.
■ The following problems in serials control:
■ All publishers do not bring out periodicals on a particular date.
■ The frequency of publication may change.
■ There may be a change in title.
■ They are sent by post, air-lifted, air-mail or sear-mail and these
systems have their own problems relating to delivery time and
misplacements.
■ Foreign journals take about 10-15 weeks to reach the destination
by sea-mail and air-mail is speeding but costlier. Serial control
refers to those jobs, which involve procurement and
management of serials in a library.
If we don’t proper care to organise and administer
the library documents regularly, these documents
would become unserviceable resources
immdediately. The workflow of the maintenance
division/section includes following tasks:
■ Shelf Rectification : It is to shelves misplace
documents in the proper locations
■ Bind : It is to reserve library
resources present use
■ Replace : It is to replace a lost
document by the library
■ Discard : It is to weed out out-
dated and torn and soiled documents from
The library for making enough space for usable
stock.With the application of computer services in
a library, efficiency and improvement can be
achieved. Computers can help in processing data
speedily.
Maintenance
Contd..
The following administrative activities in a library can be
performed with the help of computer effectively.
Preparing the reports of the meetings
Making copies of library rules
Maintenance record of leave of library staff
Maintaining filing and registers of administrative orders
Thus, with the help of computer in a library much
administrative jobs can be performed in a least time ad
optimum cost.
Conclusion
Automation of housekeeping operations helps
libraries to minimise human efforts and repetitive
tasks, redefine library work flows, prepare staff to
multitask library operations and make staff more
productive in library work. Automation of library
housekeeping operations is considered especially a
critical area from which future benefits will emerge.
Library housekeeping operations are a group of
activities that enable the performance of the day-to-
day functions in a library. The most important house-
keeping activities associated with any modern library
comprise acquisitions, cataloguing, circulation
control and serials control. The success of a library
depends to a large extent, on the efficient and
effective organisation of these house-keeping
activities. In the past, these activities have been
carried out manually.

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House keeeping operations .pptx

  • 2. INTRODUCTION Library automation refers to the implementation of information and communications technologies (ICT) in the libraries and information centres for replacing manual library operations. The term automation is used for any process which is done through input and output operation. Library automation system includes maintenance of large bibliographical database. The status of library automation depends on Interaction between human and computer to accomplish various tasks of the library automation systems. In order to provide and also to enable the records in the database. The international standards for bibliographic description of library automation system uses sophisticated software tools and standard to index search and display information from the database created.
  • 3. Contd…. Library automation includes Computerization of the house –keeping operations of the library Operate a computerized library management system Improve control over the increased volumes of workload of the library Integrated need of information technology
  • 4. Implementing Library Automation Library automation, which started in late 70’s in few special libraries, has now reached the university libraries. It is yet to take off in college libraries in India. Library automation refers to the use of computers in the routine and important services of a library. Automation of a library has mainly two components, viz. computerization and networking. Computerization will help a library to modernize its in-house operations while networking will allow it to access other libraries for the exchange of information
  • 5. ■ Library automation enable adequate monitoring, controlling, delivery of services access to bibliographic records and collaboration. ■ Wikipedia (2017) noted that an Integrated Library System(ILS), also known as a Library Management System (LMS), is an enterprise resource planning system for a library, used to track items owned, orders made , bills paid, patrons registration and who have borrowed book and non- book resources from the library Library Automation
  • 6. Areas (modules) of Library Automation Most ILS separate software functions into discrete programs called modules. The modules are well integrated with each other with a unified interface. Some examples of ILS modules include ■ Acquisition module ■ Circulation module ■ Serials control module ■ Cataloguing module
  • 7. Library Housekeeping Operations The basic housekeeping functions of a library irrespective of its type or size may be grouped as acquisitions, processing, use and maintenance . Their operations follow some definite work flows/ routines and therefore are amenable to computerisation. It means a computer or a group of computers can perform routine clerical chores quickly and cheaply. Library Housekeeping Operations ■ Acquisitions – Select, Order, Receive ,Accession ■ Processing – Classify, Catalogue, Label, Shelve ■ Use – Locate, Lend ,Reserve ,Recall ■ Maintenance – Bind, Replace ,Discard
  • 8. ■ Housekeeping operations of a library include all operations such as – Acquisition, – Cataloguing, – Circulation, – Serials control and – Maintenance Housekeeping Operations
  • 9. Acquisition Acquisition is one of the important functions of any library. The goal of the library which is to satisfy the users will depend on the acquisition system of the library i.e. the user of the library will be satisfied only if the library acquires reading materials based on the users’ demands. Acquisition also results in effective and efficient collection development of the library and hence acquisition of reading materials is an important job and is also highly labour intensive. Therefore automation in this area is very much required.
  • 10. Contd.. The acquisition of the library is saddled with the responsibility of procuring bibliographic materials either through purchases, exchange or gifts ■ The module include ■ Name of vendors/donor ■ Address of vendor/donor ■ Quantity , materials, cost of materials to be procured ■ Deliver date, ordering, receiving and invoicing, etc.
  • 11. Objectives of an automated acquisition ■ Elimination of maintenance of several manual files which consumes a lot time of the staff which intern eliminates may errors in reporting, control etc. ■ Improve accuracy in all facets of acquisition process. ■ More effective and efficient handling of claims and cancellations. ■ More accurate and timely financial data recording, accounting and reporting. ■ Eliminating of the need for manual processing of discount. Foreign exchange and other invoice data. ■ Improved ability to track orders, receipts, invoice and claims. ■ Improved binding control including maintenance of binding data records, provision of binding alerts, production of binding orders and tracking. ■ Integration of acquisition with cataloguing and serial control for more effective bibliographic holdings. ■ To provide necessary management information reports. ■ Improved services to the users through faster, timelier processing of orders and receipts
  • 12. Function of Acquisition module There are many function of acquisition model Receive and request the from user/client Collection and suggestion from staff and users Duplicate of check Interacting the users intimating the users Enquires Invoice, processing and payment reminder ordering Vendor record budget, discount, Exchange rate Book order procedure Maintenance of different database Generate the acquisition report
  • 13. Cataloguing The library catalogue is considered as a mirror of the library because it reflects the collection of the library i.e. whether the library possesses good, bad or satisfactory collection. It is considered to be the base for most of the library activities such as acquisition, reference, inter library loan etc. In acquisition activity, the catalogue is referred to avoid duplication of reading materials. In reference and inter library loan activities, the catalogue is consulted to see reference and other documents which can be provided on loan or can be consulted to answer reference queries. Hence, the catalogue is considered as an important tool in the library. So, if automation of the catalogue is done, then it will be very much beneficial to the users and the staff wherein they can get the desired information with no time. Similarly if the catalogue is made available in a network environment through LAN, then users can have simultaneous access to the same database. So also the library staff will appreciate the automated system since it will eliminate their job of printing the cards, filing the cards, keeping the catalogue up-to-date, etc. The automated catalogue also conserves space as compared to the large catalogue cabinet, which occupies a lot of space in the library.
  • 14. Contd.. The cataloguing function is to organize the library resources with suitable bibliographic controls to facilitate access to the resources. The catalogue module comprises • The author’s name • Title or subject of the materials • Year of publication/Publisher, place of publication, call number, ISBN, ISSN, Edition, etc
  • 16. OPAC (Online Public Access Catalogue) OPAC is one of the existing aspects of library automation. OPAC is a catalogue, which is available for searching online. Such OPAC may be searched from a terminal within the library or at a terminal elsewhere in the organization remotely via national or international telecommunication networks. Today majority of the software’s which are used for automation in libraries provide a separate module of OPAC. With the latest developments in integrated systems the OPAC is connected to the circulation system so that the used can come to know whether the document he/she is looking for is currently available in the library or on loan. OPAC also promotes resource sharing program and bibliographic search can be done by author, title, accession number, ISBN, Keywords etc. Search in OPAC is by using Boolean logic or by truncation.
  • 17. Contd.. With the OPAC home page, users can do the following things: ■ Search the catalogue for new arrivals. ■ Search within the selected item type. ■ Suggest a book for procurement. ■ Reserve an item. ■ Know the status of an item. ■ Reading history of their account at library. ■ Prepare a selected reading list. Proper training is required to the users to use OPAC effectively.
  • 18. The main component of a circulation control system is the transaction of documents i.e. issue and return of documents. This database contains bibliographic details of the documents which provide information on titles, authors and publishing details, which are used in notifying the users about the overdue. Circulation involves the charging and discharging of library materials, reservations, statistics, sending of reminders for the over-due material, etc Circulation
  • 19. Contd.. The circulation desk of a library carry out charging and discharging .Lending of materials to patrons and receiving them back), registration of new users,, etc. The module therefore will have the following: ■ Name of borrower(patron) ■ Address of borrower ■ Account number (for students only) ■ Status(Student, staff, visitor) ■ The department of the borrower ■ The author/title of the book ■ Data Borrowed ■ Date due ■ Accession number ■ Id card number and every necessary detail that will be needed to track the borrower
  • 20. Features of Automated Circulation system ■ To know the status of the items. ■ Identification of items on loan to a particular borrower. ■ Maintaining the reservations& to send available information to users when it returned by the other users. ■ Sending circulation alerts i.e. check out & check in. ■ Sending system generated reminders to overdue items. ■ Printing recall notices for items on long term loan. ■ Renewal of loans. ■ Notification to library staff of overdue items and printing of overdue notices. ■ Calculation of fines. ■ Issuing no due certificates
  • 21. Functions of an automated circulation control ■ Provision of information on location of circulation items. ■ Identification of items on loan to a particular borrower or class of borrowers. ■ Recording of hold or personal reserves for items on loan but desired by another borrowers often with additional provision for notifying the library staff when the item is returned and printing a ‘book available notice’ for mailing to the persons who requested the item. ■ Printing recall notices for items on long term loan. ■ Renewal of loans. ■ Notification to library staff of overdue items and printing of overdue notices.
  • 22. Contd.. ■ Notification to library staff of diligent borrowers (i.e. those with unpaid fines or overdue books) either at time of an attempted loan or at time a borrower is leaving the institution or on request forms the library. ■ Calculation of fines, printing fine notices, recording receipt of fines and sometimes printing of fine receipt. ■ Calculation and printing of statistics of various types. ■ Analysis of both summary statistics and statistics related to circulation of particular items for use in acquisition, planning of services and for other administration purpose. ■ Provision for printing due date slips, automatically generating orders for lost book or needed addition copies and printing mailing labels for remote borrowers.
  • 23. Serial control The term serial control refers to those tasks which support the procurement and management of serials collection in a library. Serials are published at regular intervals and the publication is intended to continue indefinitely. Besides scholarly journals and popular periodicals, serials include magazines and all other periodical publications as newsletters, newspapers, annual reports, proceedings of learned bodies, monograph series etc. the term serial control usually denotes two very distinct aspects: bibliographic control and processing control. Bibliographic control of serials involve preparation and maintenance of a central master list of all serial publications which includes full title, short title, variation form earlier titles, publishers, ISSN, frequency etc. Serials processing control comprises of acquisition, claims controls, cataloguing, circulation, binding, weeding out etc.
  • 24. Contd.. Serials are of different kinds including journals, magazines, newspapers, newsletters, report, memos. The module may have ■ Volume number ■ Issue number ■ Frequency of publication ■ Publisher/date of publication, etc
  • 25. Objectives of automated serial control The major objectives of automated serials control system may be summarised as follows: ■ To record and maintain accurately and timely the serials holdings data ■ To have effective and efficient control over subscriptions, claiming and cancellations activities ■ To have a good control over bidding and related activities ■ To provide accurate and timely financial information ■ To provide necessary management information reports, whenever they are required; and ■ To reduce labour and time consuming work involved in manual serials control systems
  • 26. Functions of an automated serial control system ■ Input the data when the library receives issues. ■ Ordering new serials and renewing the presently subscribed journals. ■ Sending reminders to follow up missing issues. ■ Accessioning of individual issues when the library receives them. ■ Cancellation of presently subscribed journals. ■ Controlling of budget spent on subscription binding etc. ■ Binding of issues when a particular volume is complete.
  • 27. Problems in serial control ■ Serial Management is an integral part of the library operations. It has fewer titles to handle as compared to acquisition system but must record more details for each title and hence it is one of the most complex and expensive procedures. ■ The following problems in serials control: ■ All publishers do not bring out periodicals on a particular date. ■ The frequency of publication may change. ■ There may be a change in title. ■ They are sent by post, air-lifted, air-mail or sear-mail and these systems have their own problems relating to delivery time and misplacements. ■ Foreign journals take about 10-15 weeks to reach the destination by sea-mail and air-mail is speeding but costlier. Serial control refers to those jobs, which involve procurement and management of serials in a library.
  • 28. If we don’t proper care to organise and administer the library documents regularly, these documents would become unserviceable resources immdediately. The workflow of the maintenance division/section includes following tasks: ■ Shelf Rectification : It is to shelves misplace documents in the proper locations ■ Bind : It is to reserve library resources present use ■ Replace : It is to replace a lost document by the library ■ Discard : It is to weed out out- dated and torn and soiled documents from The library for making enough space for usable stock.With the application of computer services in a library, efficiency and improvement can be achieved. Computers can help in processing data speedily. Maintenance
  • 29. Contd.. The following administrative activities in a library can be performed with the help of computer effectively. Preparing the reports of the meetings Making copies of library rules Maintenance record of leave of library staff Maintaining filing and registers of administrative orders Thus, with the help of computer in a library much administrative jobs can be performed in a least time ad optimum cost.
  • 30. Conclusion Automation of housekeeping operations helps libraries to minimise human efforts and repetitive tasks, redefine library work flows, prepare staff to multitask library operations and make staff more productive in library work. Automation of library housekeeping operations is considered especially a critical area from which future benefits will emerge. Library housekeeping operations are a group of activities that enable the performance of the day-to- day functions in a library. The most important house- keeping activities associated with any modern library comprise acquisitions, cataloguing, circulation control and serials control. The success of a library depends to a large extent, on the efficient and effective organisation of these house-keeping activities. In the past, these activities have been carried out manually.