HomeMy WebLinkAboutC-2611 - Library AutomationCITY OF NEWPORT BEACH
OFFICE OF THE CITY CLERK
P.O. BOX 1768, NEWPORT BEACH, CA 92658 -8915
(714) 644 -3005
TO: FINANCE DIRECTOR
Library Department
FROM: CITY CLERK
DATE: August 28, 1986
SUBJECT: Contract No. C -2611
Description of Contract Consultant Agreement (in planning and
implementation of library automation)
Effective date of Contract August 27, 1986
Authorized by Minute Action, approved on August 25, 1986
Contract with Brian Aveney
Address The Information Works
100 Avenida Portola
P.O. Box 1077
E1 Granada, CA 94018
Amount of Contract (See Agreement)
" 6e 4e
Wanda E. Reggio
City Clerk
WER :pm
Attachment
3300 Newport Boulevard, Newport Beach
v
CONSULTANT AGREEMENT
L]
THIS AGREEMENT, entered into this a(i day of
August, 1986, by and between the CITY OF NEWPORT BEACH, a
municipal corporation (hereinafter referred to as "City "), and
Brian Atjeney doing business as The Information Works whose
address is 100 Avenida Portola, Box 1077, E1 Granada, California
94018, hereinafter referred to as "Consultant ",) is made with
reference to the following:
RECITALS:
A. The City is a municipal corporation duly organized
and validly existing under the laws of the State of California
with the power to carry on its business as it is now being
conducted under the Statutes of the State of California and the
Charter of the City.
B. The City and Consultant desire to enter into an
agreement for consulting services as described in Exhibit "A"
under the terms and conditions herein.
NOW, THEREFORE, it is mutually agreed by and between
the undersigned parties as follows:
1. TERM
The term of this Agreement shall commence on the 26th
day of August, 1986, and shall terminate on the 30th day of June,
1988, unless terminated earlier as set forth herein.
2. SERVICES TO BE PERFORMED BY CONSULTANT
Consultant shall perform each and every service set
forth in Exhibit "A" which is attached hereto and incorporated
herein by this reference.
-1-
0
3. COMPENSATION TO CONSULTANT
Consultant shall be compensated for services performed
pursuant to this Agreement in the amount and manner set forth in
Exhibit "A" which is attached hereto and incorporated herein by
this reference.
4. STANDARD OF CARE
Consultant warrants and guarantees that all services
performed hereunder shall be provided in a manner commensurate
with the highest professional standards and shall be performed by
qualified and experienced personnel.
5. INDEPENDENT PARTIES
The parties to this Agreement intend that the relation
between them created by this Agreement is that of employer -
independent contractor. The manner and means of conducting the
work are under the control of the Consultant, except to the
extent they are limited by statute, rule or regulation and the
express terms of this Agreement. No Civil Service status or
other right of employment will be acquired by virtue of the
Consultant's services. None of the benefits provided by the City
to its employees, including but not limited to unemployment
insurance, workers' compensation insurance, retirement and
deferred compensation plans, vacation and sick leave, are
available from the City to the Consultant, its employees or
agents. From any fees due the Consultant, deductions shall not
be made for any State or Federal taxes, FICA payments, PERS
payments, or other purposes normally associated with an employer -
employee relationship. Payment of the above items, if required,
are the responsibility of the Consultant.
6. HOLD HARMLESS
Consultant shall indemnify and hold harmless City, its
City Council, boards and commissions, officers, agents, servants
and employees from and against any and all loss, damages,
liability, claims, suits, costs and expenses, whatsoever,
including reasonable attorneys' fees, regardless of the merit or
outcome of any such claim or suit, arising from or in any manner
connected to the negligent performance or omission of any
services or work conducted pursuant to this Agreement.
-2-
• 0
7. PROHIBITION AGAINST TRANSFERS
Consultant shall not assign, sublease, hypothecate, or
transfer this Agreement or any interest therein directly or
indirectly, by operation of law or otherwise. Any attempt to do
so without said consent shall be null and void, and any assignee,
sublessee, hypothecate or transferee shall acquire no right or
interest by reason of such attempted assignment, hypothecation or
transfer.
The sale, assignment, transfer or other disposition of
any of the issued and outstanding capital stock of Consultant, or
of the interest of any general partner or joint venturer or
syndicate member or cotenant if Consultant is a partnership or
joint venturer or syndicate or contenancy, which shall result in
changing the control of Consultant, shall be construed as an
assignment of this Agreement. Control means fifty percent (50%)
or more of the voting power of the corporation.
B. PERMITS AND LICENSES
Consultant, at its sole expense, shall obtain and
maintain during the term of this Agreement, all appropriate
permits, licenses and certificates that may be required in
connection with the performance of services hereunder.
9. REPORTS
Each and every report, draft, work product, map, record
and other document reproduced, prepared or caused to be prepared
by Consultant pursuant to or in connection with this Agreement
shall be the exclusive property of the City.
No report, information or other data given to or
prepared or assembled by the Consultant pursuant to this
Agreement shall be made available to any individual or
organization by the Consultant without prior approval by the
City.
Consultant shall, at such time and in such form as the
City may require, furnish reports concerning the status of
services required under this Agreement.
-3-
0 0
10. RECORDS
Consultant shall maintain complete and accurate records
with respect to sales, costs, expenses, receipts and other such
information required by City that relate to the performance of
services under this Agreement.
Consultant shall maintain adequate records on services
provided in sufficient detail to permit an evaluation of
services. All such records shall be maintained in accordance
with generally accepted accounting principles and shall be
clearly identified and readily accessible. Consultant shall
provide free access to the representatives of the City or its
designees at all proper times to such books and records, and
gives the City the right to examine and audit same, and to make
transcripts therefrom as necessary, and to allow inspection of
all work, data, documents, proceedings and activities related to
this Agreement. Such records, together With supporting
documents, shall be kept separate from other documents and
records and shall be maintained for a period of three (3) years
after receipt of final payment.
11. NOTICES
All notices, demands, requests or approvals to be given
under this Agreement, shall be given in writing and conclusively
shall be deemed served when delivered personally or on the second
business day after the deposit thereof in the United States Mail,
postage prepaid, registered or certified, addressed as
hereinafter provided.
All notices, demands, requests, or approvals from
Consultant to City shall be addressed to City at:
Newport Beach City Hall
3300 Newport Boulevard
Newport Beach, CA 92663
Attention: City Librarian
All notices, demands, requests, or approvals from City
to Consultant shall be addressed to Consultant at:
The Information Works
100 Avenida Portola
P.O. Box 1077
El Granada, CA 94018
-4-
0 0
12. TERMINATION
In the event Consultant hereto fails or refuses to
perform any of the provisions hereof at the time and in the
manner required hereunder, Consultant shall be deemed in default
in the performance of this Agreement. If such default is not
cured within a period of two (2) days after receipt by Consultant
from City of written notice of default, specifying the nature of
such default and the steps necessary to cure such default, City
may terminate the Agreement forthwith by giving to the Consultant
written notice thereof.
The City shall have the option, at its sole discretion
and without cause, of terminating this Agreement by giving seven
(7) days written notice to Consultant as provided herein. Upon
termination of this Agreement, each party shall pay to the other
party that portion of compensation specified in this Agreement
that is earned and unpaid prior to the 'effective date of
termination.
13. COST OF LITIGATION
If any legal action is necessary to enforce any
provision hereof or for damages by reason for an alleged breach
of any provisions of this Agreement, the prevailing party shall
be entitled to receive from the losing party all costs and
expenses in such amount as the court may adjudge to be reasonable
attorneys' fees.
14. COMPLIANCES
Consultant shall comply with all laws, State or Federal
and all ordinances, rules and regulations enacted or issued by
the City.
15. WAIVER
A waiver by the City of any breach of any term,
covenant, or condition contained herein shall not be deemed to be
a waiver of any subsequent breach of the same or any other term,
covenant, or condition contained herein whether of the same or a
different character.
-5-
16. INTEGRATED CONTRACT
This Agreement represents the full and complete
understanding of every kind or nature whatsoever between the
parties hereto and all preliminary negotiations and agreements of
whatsoever kind or nature are merged herein. No verbal agreement
or implied covenant shall be held to vary the provisions
hereof. Any modification of this Agreement will be effective
only by written execution signed by both City and Consultant.
-6-
IN WITNESS WHEREOF, the parties have caused this
Agreement to be executed on the day and year first above written.
CITY OF NEWPORT BEACH,
a Mungj44fq�i Corporation
Mayor
APPROVED AS TO FORM: ATTEST:
r
City Attorney City Clerk
Brian Ayeney doing business as
THE INFORMATION WORKS
r an AVeney
-7-
6
0
EXHIBIT A
PROPOSAL TO PROVIDE CONSULTING SERVICES
TO THE
NEWPORT BEACH PUBLIC LIBRARY
Presented to
LaDonna Xienitz
City Librarian
Newport Beach Public Library
856 San Clemente Drive
Newport Beach, CA 92660
The Information Works
100 Avenida Portoia
Post Office Box 1077
El Granada, CA 94018
(415) 726 -9470
TABLE OF CONTENTS
Introduction
3
Project Tasks
5
Review Existing Documentation
5
and Automation Alternatives
Survey Communications Options
5
Prepare Funding Estimates
5
Prepare RFP for Automated System
6
Prepare RFP for File Preparation
6
Analyze RFP Responses
7
Assist in System Selection
7
• Assist in Contract Negotiation
8
. Assist in Site Preparation
8
Assist in Installation
8
Task Outline
9
Terms and Fees
10
Attachments
Resume
List of Publications
Recent Projects
0 0
INTRODUCTION
The Newport Beach Public Library wishes to acquire a Library
automation system to support on -line public catalog and
circulation functions, including materials booking, in four
locations. The system must interface with the library's OCLC
cataloging system. The system selected should allow for future
expansion into integrated acquisitions and serials control and
community information files.
Existing machine - readable bibliographic files from OCLC must be
processed to eliminate title and copy duplication (de- duping) and
to regularize and upgrade headings (authority control). Barcodes
must be generated from bibliographic files and attached to
library materials. Machine - readable patron files and patron
cards must be created.
The Information Works proposes to assist the library in
procurement of this system through review of existing
documentation, survey of telecommunications options, preparation
of cost estimates, preparation of request for proposal (RFP) for
-3-
0 0
such a system, preparation of an RFP for file preparation,
evaluation of responses to the RBP's, system selection, contract
negotiation and award, file preparation, site preparation, system
installation, and other consulting as requested. Sole consultant
for this project will be Brian Aveney.
At various times during the process, the consultant will meet
with the library staff and the Board of Trustees to review
progress on activities and answer any questions. These meetings
will be arranged in advance every two to three months and will be
held in Newport Beach. Meetings with staff will be scheduled
between 8 a.m. and 10 a.m. to allow all staff members to attend
without disrupting public service. Meetings with the Data
Processing staff may be arranged for the same day. The
Consultant will meet with the Library Board of Trustees as part
of the Board's regularly scheduled Tuesday meetings, or at any
specially called meeting, if necessary.
An outline of needed tasks based on information available is
suggested in this proposal. It is understood that tasks will be
revised as a result of city procedures or actions. Any revisions
to the schedule will be developed at the direction of and in
agreement with the City Librarian in consultation with the
appropriate bodies.
-4-
PROJECT TASKS
Review Existing Documentation and Automation Alternatives
Previous consultants have sampled library activity and
prepared estimates of library needs, transaction
frequencies, and studied automation alternatives. The
Consultant will update existing documentation, evaluate and
provide cost estimates of alternative means of meeting the
Library's needs for a full -MARC based on -line catalog and
circulation control.
Survey Communications Options
Available telecommunications services will be contacted to
develop estimates of the cost of leased lines to support on-
line activity in the four service locations and system
headquarters.
Prepare Funding Estimates
Consultant will prepare cost estimates for installation and
implementation of an integrated automated system, Cost
estimates shall include initial costs of installation and
implementation and ongoing annual costs for a period of five
to seven years. Data compilation will include results of
the tasks cited above, information obtained from Data
Processing department, and information solicited from
vendors in telephone interviews.
-5-
E
0
Prepare RFP for Automated System
if requested the consultant will prepare a draft Request for
Proposal (RFP) an for integrated Library automation system
including, but not limited to, an on -line public access
catalog, authority control, circulations control and future
expansion capability for new features and other integrated
functions.
The draft will be circulated to staff, Library Board of
Trustees, and the Data Processing department prior to
formal discussions concerning the draft. After
discussion, the RFP will be edited to account for the
suggested revisions, deletions and additions. The RFP will
be delivered to the city to be sent to vendors.
Prepare RFP for File Preparation
A separate RFP will be prepared for processing the library's
OCLC archive tapes and other tape files to eliminate
duplicate bibliographic and item records, and subject the
name and subject headings to authority control to assure
clean files when the turnkey system is brought up.
Generation of barcodes for attachment to circulating
materials will be included in one or optionally both RFPs.
0
• i
The file preparation RFP also may contain an optional
provision for automatically "cuttering" call numbers
presently without "cutters ". Procedures to generate the RFP
wii be the same as for the turnkey system RFP.
Analyze RFP Responses
The Information Works will prepare a formal report analyzing
proposals from vendors. The report will compare features of
alternative systems and services and include cost analyses
and projections for each alternative. This initial report
will divide proposals into those considered unresponsive or
inadvisable and those considered most advantageous for the
library.
Assist in System Selection
Along with the consultant's report, copies of all proposals
will be sent to members of a proposal review committee to be
identified by the library. After time to review the
documents, a meeting or meetings will be held in Newport
Beach to develop agreement on the advantages and
disadvantages of the various alternatives for the library.
After selection of one or more proposals as most
advantageous for the city, the consultant will be available
as necessary to clarify questions still unresolved and to
develop consensus on the proposals most advantageous for the
librarv.
-7-
Assist in Contract Negotiation
The consultant will be available as necessary to assist in
negotiation of any unresolved issues concerning the contract
or contracts for the system and file preparation.
Assist in Site Preparation
The consultant will be available to assist in site
preparation as necessary.
Assist in Installation
-he consultant will be available to assist in system
installation_ as necessary. This may include assistance in
reviewing problems in manual procedures at the library's
option.
WE
0
TASK OUTLINE
Task
Est. Days
Review
existing documentation
2 -5
Survey
communications options
1 -3
*Draft
cost estimates
1 -3
*Prepare RFP for automated system
3 -7
*Prepare RFP for file preparation
1 -3
*Analyze RFP responses
3 -5
Assist
in system selection
2 -5
Assist
in contract negotiation
1 -3
Assist
in site preparation
0 -5
Assist
in installation
0 -5
*Document preparation
TERMS AND FEES
11
The Information Works is prepared to undertake the provision of
services described in this proposal on the basis of a fee of $50
per hour, not to exceed $400 per day, of consulting time plus
major expenses such as site visits in Newport Beach. Fees and
expenses will be invoiced monthly. The Information Works will
absorb all reasonable incidental expenses during the course of
the contract, e.g., telephone, office support.
ota; fees and expenses for consulting services described in this
proposal will not exceed $15,500.
-10-
• BRIAN AVENEY - RESUME •
EXPERIENCE
1984- Senior Consultant, The Information Works. Automation and information
system consulting for libraries, cooperative agencies, and information
companies.
1980-84 Director for Research and Development, Blackwell North America.
Member of 3 person Management Committee. Reorganized 30 person
technical services division, developed standard CUM display options,
ALA filing, and name and subject authority control. Established online
linkages with UCLC, WLN and UTLAS networks and Innovative
Interfaces and CLSI turnkey systems. Edited Reoort to Libraries.
1978-80 Manager of Computer Systems, Information Design. Developed
software for customer COM catalogs. Designed U.S. Post Office COM
zipcode directory system. Edited R014 Newsletter.
1975 -77 Head of Technical Services, Sacramento City- County Library System.
Ran 30 member technical services department which ordered, cataloged,
and processed 75 thousand volumes per year for central library, 28
branches, and five mobile units. Developed systemwide COM catalog.
1974 -75 Manager, Bibliographic Center, University of California. Managed 20
person systems group. Responsible for development and operation of
nine - campus union list of serials and MARC-based catalog card
production, and for installation of BALLOTS (later RLIN) terminals in
campus libraries.
1971-73 Head, Library Systems and Planning Office, University of Pennsylvania.
Developed and installed first minicomputer library circulation system.
Installed OCLC cataloging system. Developed MARC -based newspaper
union list for Philadelphia area.
1969 -70 Systems Librarian, Harvard University Libraries. Designed,
programmed and installed automated 'acquisitions system.
1967 -69 Information Systems Analyst, Library of Congress. Systems and cost
analysis, flowcharting, programming and OCR forms design.
EDUCATION
1975 -78 Candidate for Doctor of Library and Information Science. University of
California, Berkeley. CourseworK included 30 credits in MBA program.
1965 -67 M.S. with honors. Columbia University. Beta Phi Mu.
1957 -61 B.A. Colgate University.
COMPUTI NCc
1967- Have worked with mainframes, minis and micros. Have programmed in
ADPAC, APL, COBOL, PL /1, SNOBOL, IBM assembler, System /7
assembler, and REAL assembler. Familiar with OCR, bar codes, COM
and photocomposition.
TEACHING •
E
"Library systems design," San Jose State University 1985,1980.
"Cataloging and classification," University of California, Berkeley 1979.
"Library management and systems analysis," San Jose 1978. Visiting
Professor, University of Oregon 1977 -78. "Technical services," Berkeley
1977. "Automation in libraries," Rutgers 1972, "Introduction to PL /1,"
Harvard 1970.
PROFESSIONAL ACTIVITY
American Library Association. Library and Information Technology
Association, National Conference Steering Committee 19:,6- . LITA Board
of, Directors 1984- . ALA Task Force on the Copyright of Bibliographic
Data Bases 1984 -85. LITA Publications Committee 081 -83. Information
Science and Automation Section, Executive Board 1978 -*0. LITA Program
Planning Committee 1975 -77. Library Automation Discussion Group Chair
1973 -75.
American Society for Information Science. Networking Committee 1983 -84.
National Conference Committee 1975 -76. Bay Area Chapter: Chair 1975 -76,
Program Chair, 1974 -75.
Book Industry Systems Advisory Committee. Machine - readable Purchase
Order Committee 1981 -84.
International Online Information Meeting. Overseas Organising Committee
1981.
Special Libraries Association. Sierra Nevada Chapter: Workshop Chair
076-771 Program Chair 1975 -76.
EDITING
Bulletin of the American Society for Information Science. Washington: ASIS.
Monthly. Editor, Special Section on Micrographics. 7(October 1980):11 -30.
Electronic Publishing Business (formerly EPB: Electronic Publishing and
Booksellino). New York: Electronic Publishing Ventures, Inc. Monthly
except August. Editor 1986- . Contributing Editor 1984 -80:
Information Publishing: An Electronic Journal. Belmont: Information Access
Company. Experimental online journal on Dialog. Editor 1984 -85.
Information Technoloay and Libraries (formerly Journal of Library
Automation), Chicago: Library and Information Technology Association,
ALA. Quarterly. Editor 1980 -83, Editorial Board 1977 -79.
Library Hi Tech. Ann Arbor: Pierian Press. Quarterly, Editorial Board
1953- .
Serials Review Ann Arbor: Pierian Press. Quarterly. Editor, Double issue
on the future of the serial. 12(Summer /Fall 1986):In preparation.
IqRIAN AVENEY - PUBLICATIONS •
BOOKS
ed. Online Catalog Design Issues. Washington: Council on Library
Resources, 1984. 249p.
and Brett Butler, eds. Online Catalogs, Online Reference: Converging
Trends. LITA Monograph Series 2. Chicago: American Library Association, 1984.
211p.
ARTICLES
"The Serial as a Print Artifact." Serials Review 12(Summer /Fall 1986):In
preparation.
"San Francisco's Mechanics Institute Library." Wilson Library Bulletin.
In press.
New Technologies in Publication and Supply." In Proceedings of the
National Acquisitions Group. Oxford: The MAO, In press.
"New Media, New Grammars." EPB: Electronic Publishino and
Bookselling. 4(January 1986):3 -4, 12.
and Sheila Conneen. "The Atomization of Information." Bulletin of the
Medical Library Association. 74(January 1986):22 -26.
"Offline and Interactive: The Infotrac Videodisc Reference System."
International Journal of Micrographics and Video Technology. 4(1985):125 -131.
"Electronic Transmission in Acquisition Systems." Technical Services
Quarterly. 2(Spring /Summer 1985):17 -31.
. "Editing an Electronic Journal." In National Online Meeting Proceedings
- 1985. Medford, NJ: Learned Information, 1985.
and Vivian M. Pisano. "Hispanex: Serving Libraries Serving Hispanics."
Wilson Library Bulletin. 59(March 1985):453 -55.
"What is Electronic Publishing?" Information Publishing. I1](January
1985):DIALOG File 648, Article 1164811.
"Electronic Publishing and University Presses." The Exchanoe.
Association of American University Presses. No.44(Winter 1984/85):315.
. "The Dying Edition." In Provision of Federal Government Publications to
Depository Libraries in Electronic Format. Washington, Government Printing Office,
1984.
Pauline A. Cochrane with and Charles Hildreth. "Modern Subject Access in
the Online Age." American Libraries. 15(July /August 1984):527 -29.
ARTICLES (Continued) •
0
"Online Catalogs: The Transformation Continues." Wilson Library
Bulletin 58(February 1984):406 -10.
"Electronic Publishing and Library Technical Services," Library
Resources & Technical Services. 28(January /March 1984):68 -75.
"Post - Industrial Publishing." EPB: Electronic Publishing and
Bookselling. 2(January 198021 -23.
"Electronic Publishing and the Information Transfer Process." Special
Libraries 74(October 1983):338 -44. Reprinted in Readings in Technology. New York,
Special Libraries Association, 1984.
and Luba Heinemann. "Acquisitions and Collection Development
Automation: Future Directions." Library Hi Tech. !(Summer 1983):45 -53.
and Sally Drew. "Automated Resource Sharing: Wisconsin Spreads Its
Nets." Wilson Library Bulletin. 57(Nay 1983):742 -46.
Bruce 2iegman and "WLN Online Order Transmission." Information
Technology and Libraries. i(December 082046 -48.
. "Who Are We? Where Do We Come From? Where Are We Going?" Illinois
Libraries . 64(January 1982):5 -12.
. "Competition in News Data Bases." Online. 3(April 1979):36 -38.
and Mary Fisher Ghikas. "Reactions Measured: 600 Users Meet the COM
Catalog." American Libraries. 10(February 1979):82 -83. Reprinted in The Card
Catalog -- Current Issues. Metuchen: Scarecrow, MI.
and Rod Slade. "Indexing of Popular Periodicals: The State of the Art."
Library Journal. !03(October 1, 1978):1915 -23.
Brett Butler, and William Scholz. "Conversion of Manual Catalogs to
Collection Data Bases." Library Technology Report. 14(March -April 1978):109 -206.
Reprinted in Sourcebook of Library Technology. Chicago: American Library
Association, 1982.
"Public Service Applications of Minicomputers: In Information &
Politics Washington: American Society for Information Science, 1976.
RDITORIALS
. "The Future of Print." Electronic Publishing Business. 4(June 1986):1.
. "The Last Horse Soldiers." Information Technology and Libraries. I(June
1982):83.
EDITORIALS (Continued) •
"Tails Wagging Dogs." Journal of Library Automation. 14(March 1981):5.
"Special Section on Micrographics: Introduction." Bulletin of the
American Society for Information Science. ](October 1980):11.
"Facing Our Technology." Journal of Library Automation. 8(June
1975):85 -86.
INTERVIEWS AND PROFILES
. "A Conversation with Wayne Olson." About systems for small publishers.
Electronic Publishing Business. 4(June 1986):5 -8.
"A Conversation with Greg Hastings." About software publishing.
Electronic Publishino Business. 4(May 1986):5 -7.
"A Conversation with Dick Kollin." About EASYNET. EPB: Electronic
Publishina and Booksellino. 3(May 1985):5 -9.
"A Conversation With Bob Barnes." About the LaserCard. EP 9--
Electronic Publishing and Booksellino. 3(January 1985):4 -7121.
'A Conversation with Rod Slade." About text conversion. EPB: Electronic
Publishing and Booksellino. 2(July 1984):16 -23.
James Dwyer. "A Conversation With Brian Aveney." Technicalities. 3(November
1983):3 -8.
"Captain of His Ship." About Harold Martelle. American Libraries.
7(June 1976):334 -36.
"Eleanor Montague." Wilson Library Bulletin. 50(February
1976):450 -451.
"Pigs and Publishing." About the Oliver Press. American Libraries.
6(June 1975):364 -65.
REPORTS
Brett Butler, Martha West and . Library and Patron Response to the COM
Cataloo: Use and Evaluation. Los Altos: Information Access Corporation, 1978. 44p.
Revised edition 1979. 68p.
Brett Butler and . The BALLOTS and SPIRES Systems at Stanford
University . Boston: Inforonics, 1974. 154p.
Brett Butler, and Lawrence Buckland. The Ohio College Library Center.
Boston: Inforonics,1974. 127p.
w
REVIEWS
•
Intellectual Property Law Dictionary, by Stephen R. Elias. Electronic
Pub135hino Business, 4(September i986):In press.
1986 Buyer's Guide to Computer Aided Publishing. Electronic Publishing
Business. 4(July 1986):21.
Directory of Automated Library Systems, by Joseph R. Matthews, RQ.
25(Winter 1985):255 -56.
Introduction to Automation for Librarians, by William Saffady. Information
Processing & Management. 21(1985):169 -70.
The Electronic Library, by Kenneth E. Dowlin. College & Research Libraries.
45(July 1984):321 -23.
. Information and Innovation, edited by Barrie T. Stern. Information
Technology and Libraries. 2(December 1983):456 -58.
Information and the Transformation of Society, edited by GA Sweeney.
Information Technology and Libraries. 2(December 1983):458.
VideoPrint . Information Technology and Libraries. 2(December 1983):463.
Libraries and Librarians in an Age of Electronics, by F.W. Lancaster.
Information Technology and Librarian. 2(June 1983):229 -30.
Videotex Canada. Information Technology and Libraries_. 2(March
1983):126 -27.
The Future of the Printed Word, edited by P.J. Hills. Journal of Library
Automation. 14(September 1981):239.
by G. Salton. Journal of
976):31 -32.
Computer Systems in the Library, by S. Swihart and B. Hefley. Library
Quarterly. 45(October 1975):426 -27.
• RECENT CLIENTS 0
Se84 -My85 Advanced Library Concepts. Consulted on organization, staffing,
and marketing. Reviewed functional and technical designs. Alpha
tested and documented portions of Pick -based integrated
microcomputer system. Designed and wrote customer newsletter,
Adlib Update. Developed mailing list and prepared press releases.
Ap86 -J186 H.H. Blackwells (Oxford), Periodicals Division. Surveyed automated
serials control systems and electronic linkages with subscription
vendors.
SO4-Je86 Blackwell North America. Consulted on electronic communication
with library network and turnkey acquisitions systems. Edited
customer newsletter, Reoort to Libraries. Prepared brochures and
advertisements.
Ja86- Dynix Automated Library Systems. Consult on marketing and public
relations. Prepare press releases, brochures, and articles for
library publications.
Ap86- Electronic Publishing Ventures. Edit monthly trade ,journal,
Electronic Publishing Business.
Fe85 -No85 Fred Meyer Trust, Library and Information Resources for the
Northwest (LIR N) program. Analyzed needs and drafted technical
specification (RFP) for the Pacific Northwest Conspectus database.
Estimated keying load. Reviewed bidder responses.
De84 -My86 Hispanex: Hispanic Information Exchange. Consulted on design of
Lector, a book review journal. Wrote and placed article describing
Hispanex services in Wilson Library Bulletin. Chaired the Technical
Advisory Group for the HOLA (Hispanic Online Access) program.
Prepared RFI for integrated system. Drafted portions of business
plan.
Se84 -Se85 Information Access Company. Edited Information Publishing, an
experimental online journal available on Dialog. Prepared press
releases and articles.
O04 -Ja86 Infour,Inc. Consulted on the design and marketing of a large -scale
retrospective conversion service (PACfile) for major US research
libraries, based on the RLIN Books database. Prepared marketing
literature and press releases.
No85 -Ja86 Oregon State Library. Consulted on database and report design for
dBase III system to support the Pacific Northwest Conspectus
project.
Mr85- My85. Saztec Corporation. Drafted brochure copy for database conversion
operation. Developed mailing list and prepared press releases.
! •
Agenda Item No 3 51
CITY OF NEWPORT BEACH
LIBRARY DEPARTMENT
AUGUST 25, 1986
P Tit-: (M LsrtfiML
CITY OF NEWPORT BEACH
AUG 2 5 1986
TO: The Honorable Mayor and Members of the City Council
FROM: The Board of Library Trustees
AGENDA ITEM: Consent Calendar
SUBJECT: Consultant Agreement
Item Submitted For: Approval
Recommendation: Approve Consultant Agreement as Submitted
Background and Discussion: The Board of Library Trustees, at their
special meeting of August 5, 1.986, voted to recommend to the City
Council that Brian Aveney, The Information works, be retained as an
Automation Consultant to assist the Library staff and Board of Library
Trustees in the planning and implementation of library automation._
The expenditure for these services shall not exceed $15,500.
This consulting service continues the work undertaken in 1985 by a
previous consultant, whose services are no longer available. The
funds will be expended from Budget Number 117016000 with funds
currently encumbered in Purchase Order #26040, dated June 5, 1986 for
the uncomoleted work cited above.
:he Library is seeking to automate the resources of the iibrary to
provide patrons access to an or_ -line catalog. Such an on -dine catalog
waii give both bibliographic and status information to patrons and
staff about every 'book, recording, film, etc., which the Library owns.
It will prove to be an invaluable too! for both patrons and staff in
locating and obtaining needed material in a timely fashion. The
availability of this information will increase the use of the current
Library resources.
In addition, such an automated system will provide circulation/
inventory control, and thus replace the manual method currently in
use. Other features of an automated system will provide cost - saving
cataloging and back ordering procedures, serials control, etc.
010
0
0
The Library staff will utilize the services of the professional
library consultant to review existing documentation; survey
telecommunication options; prepare requirements for an automated
system to meet the specific neeas of our Library; assist in the
technical aspect of preparation of the Library's bibliographic files;
advise on -site preparation both for staff and patron access to the
terminals at each Branch; and other consulting as required.
The Board of Library Trustees is committed to a carefully drafted
automated plan for the Library and an early implementation of such a
olan.
-2-
CONSULTANT AGREEMENT
THIS AGREEMENT, entered into this day of
August, 1986, by and between the CITY OF NEWPORT BEACH, a
municipal corporation (hereinafter referred to as "City "), and
Brian Areney doing business as The Information Works whose
address is 100 Avenida Portola, Box 1077, E1 Granada, California
94018, hereinafter referred to as "Consultant ",) is made with
reference to the following:
RECITALS: --
A. The City is a municipal corporation duly organized
and validly existing under the laws of the State of California
with the power to carry on its business as it is now being
conducted under the Statutes of the State of California and the
Charter of the City.
B. The City and Consultant desire to enter into an
agreement for consulting services as described in Exhibit "A"
under the terms and conditions herein.
NOW, THEREFORE, it is mutually agreed by and between
the undersigned parties as follows:
1. TERM
The term of this Agreement shall commence on the 26th
day of August, 1986, and shall terminate on the 30th day of June,
1988, unless terminated earlier as set forth herein.
2. SERVICES TO BE PERFORMED BY CONSULTANT
Consultant shall perform each and every service set
forth in Exhibit "A" which is attached hereto and incorporated
herein by this reference.
-1-
3. COMPENSATION TO CONSULTANT
Consultant shall be compensated for services performed
pursuant to this Agreement in the amount and manner set forth in
Exhibit "A" which is attached hereto and incorporated herein by
this reference.
4. STANDARD OF CARE
Consultant warrants and guarantees that all services
performed hereunder shall be provided in a manner commensurate
with the highest professional standards and shall be performed,by
qualified and experienced personnel. --
5. INDEPENDENT PARTIES
The parties to this Agreement intend that the relation
between them created by this Agreement is that of employer -
independent contractor. The manner and means of conducting the
work are under the control of the Consultant, except to the
extent they are limited by statute, rule or regulation and the
express terms of this Agreement. No Civil Service status or
other right of employment will be acquired by virtue of the
Consultant's services. None of the benefits provided by the City
to its employees, including but not limited to unemployment
insurance, workers' compensation insurance, retirement and
deferred compensation plans, vacation and sick leave, are
available from the City to the Consultant, its employees or
agents. From any fees due the Consultant, deductions shall not
be made for any State or Federal taxes, FICA payments, PERS
payments, or other purposes normally associated with an employer -
employee relationship. Payment of the above items, if required,
are the responsibility of the Consultant.
6. HOLD HARMLESS
Consultant shall indemnify and hold harmless City, its
City Council, boards and commissions, officers, agents, servants
and employees from and against any and all loss, damages,
liability, claims, suits, costs and expenses, whatsoever,
including reasonable attorneys' fees, regardless of the merit or
outcome of any such claim or suit, arising from or in any manner
connected to the negligent performance or omission of any
services or work conducted pursuant to this Agreement.
-2-
0 0
7. PROHIBITION AGAINST TRANSFERS
Consultant shall not assign, sublease, hypothecate, or
transfer this Agreement or any interest therein directly or
indirectly, by operation of law or otherwise. Any attempt to do
so without said consent shall be null and void, and any assignee,
sublessee, hypothecate or transferee shall acquire no right or
interest by reason of such attempted assignment, hypothecation or
transfer.
The sale, assignment, transfer or other disposition of
any of the issued and outstanding capital stock of Consultant, or
of the interest of any general partner or joint venturer ,or
syndicate member or cotenant if Consultant is a partnership or
joint venturer or syndicate or contenancy, which shall result in
changing the control of Consultant, shall be construed as an
assignment of this Agreement. Control means fifty percent (50 %)
or more of the voting power of the corporation.
8. PEILMITS AND LICENSES
Consultant, at its sole expense, shall obtain and
maintain during the term of this Agreement, all appropriate
permits, licenses and certificates that may be required in
connection with the performance of services hereunder.
9. REPORTS
Each and every report, draft, work product, map, record
and other document reproduced, prepared or caused to be prepared
by Consultant pursuant to or in connection with this Agreement
shall be the exclusive property of the City.
No report, information or other data given to or
prepared or assembled by the Consultant pursuant to this
Agreement shall be made available to any individual or
organization by the Consultant without prior approval by the
City.
Consultant shall, at such time and in such form as the
City may require, furnish reports concerning the status of
services required under this Agreement.
Y
-3-
0 0
10. RECORDS
Consultant shall maintain complete and accurate records
with respect to sales, costs, expenses, receipts and other such
information required by City that relate to the performance of
services under this Agreement.
Consultant shall maintain adequate records on services
provided in sufficient detail to permit an evaluation of
services. All such records shall be maintained in accordance
with generally accepted accounting principles and shall be
clearly identified and readily accessible. Consultant shall
provide free access to the representatives of the City or its
designees at all proper times to such books and records, and
gives the City the right to examine and audit same, and to make
transcripts therefrom as necessary, and to allow inspection of
all work, data, documents, proceedings and activities related to
this Agreement. Such records, together with supporting
documents, shall be kept separate from other documents and
records and shall be maintained for a period of three (3) years
after receipt of final payment.
11. NOTICES
All notices, demands, requests or approvals to be given
under this Agreement, shall be given in writing and conclusively
shall be deemed served when delivered personally or on the second
business day after the deposit thereof in the United States Mail,
postage prepaid, registered or certified, addressed as
hereinafter provided.
All notices, demands, requests, or approvals from
Consultant to City shall be addressed to City at:
Newport Beach City Hall
3300 Newport Boulevard
Newport Beach, CA 92663
Attention: City Librarian
All notices, demands, requests, or approvals from City
to Consultant shall be addressed to Consultant at:
The Information Works
100 Avenida Portola
P.O. Box 1077
El Granada, CA 94018
-4-
12,. TERMINATION
In the event, Consultant hereto fails or refuses to
perform any of the provisions hereof at the time and in the
manner required hereunder, Consultant shall be deemed in default
in the performance of this Agreement. If such default is not
cured within a period of two (2) days after receipt by Consultant
from City of written notice of default, specifying the nature of
such default and the steps necessary to cure such default, City
may terminate the Agreement forthwith by giving to the Consultant
written notice thereof.
The City shall have the option, at its sole discretion
and without cause, of terminating this Agreement by giving seven
(7) days written notice to Consultant as provided herein. Upon
termination of this Agreement, each party shall pay to the other
party that portion of compensation specified in this Agreement
that is earned and unpaid prior to the effective date of
termination.
13. COST OF LITIGATION
If any legal action is necessary to enforce any
provision hereof or for damages by reason for an alleged breach
of any provisions of this Agreement, the prevailing party shall
be entitled to receive from the losing party all costs and
expenses in such amount as the court may adjudge to be reasonable
attorneys' fees.
14. COMPLIANCES
Consultant shall comply with all laws, State or Federal
and all ordinances, rules and regulations enacted or issued by
the City.
15. WAIVER
A waiver by the City of any breach of any term,
covenant, or condition contained herein shall not be deemed to be
a waiver of any subsequent breach of the same or any other term,
covenant, or condition contained herein whether of the same or a
different character.
Y
-5-
0
16. INTEGRATED CONTRACT
This Agreement represents the full and complete
understanding of every kind or nature whatsoever between the
parties hereto and all preliminary negotiations and agreements of
whatsoever kind or nature are merged herein. No verbal agreement
or implied covenant shall be held to vary the provisions
hereof. Any modification of this Agreement will be effective
only by written execution signed by both City and Consultant.
-6-
i •
IN WITNESS WHEREOF, the parties have caused this
Agreement to be executed on the day and year first above written.
APPROVED AS TO FORM:
City-Attorney
CITY OF NEWPORT BEACH,
a Municipal Corporation
BY:
Brian AWeney doing business as
THE INFORMATION WORKS
ri n AVeney
-7-
EXIBIT A
PROPOSAL TO PROVIDE CONSULTING SERVICES
TO THE
NEWPORT BEACH PUBLIC LIBRARY
Presented to
LaDonna Kienitz
City Librarian
Newport Beach Public Library
856 San Clemente Drive
Newoort Beach, CA 92660
The Information Works
100 Avenida Portola
Post Office Box 1077
E1 Granada, CA 94018
(415) 726 -9470
M
Y
0
TABLE OF CONTENTS
Introduction
3
Project Tasks
5
Review Existing Documentation
5
and Automation Alternatives
Survey Communications Options
5
Prepare Funding Estimates
5
Prepare RFP for Automated System
6
Prepare RFP for rile Preparation
6
Analyze RFP Responses
7
Assist in System Selection
7
Assist in Contract Negotiation
8
Assist in Site Preparation
8
Assist in Installation
8
Task Outline
9
Terms and Fees
10
Attachments
Resume
List of Publications
Recent Projects
i
' f
INTRODUCTION
The Newport Beach Public Library wishes to acquire a Library
automation system to support on -line public catalog and
circulation functions, including materials booking, in four
locations. The system must interface with the library's'OCLC
cataloging system. The system selected should allow for future
expansion into integrated acquisitions and serials control and
community information files.
Existing machine - readable bibliographic files from OCLC must be
processed to eliminate title and copy duplication (de- duping) and
to regularize and upgrade headings (authority control). Barcodes
must be generated from bibliographic files and attached to
library materials. Machine- readable patron files and patron
cards must be created.
The Information Works proposes to assist the library in
procurement of this system through review of existing
documentation, survey of telecommunications options, preparation
of cost estimates, preparation of request for proposal (RrP) for
-3-
10
Y
such a system, preparation of an RFP for file preparation,
evaluation of responses to the RFP's, system selection, contract
negotiation and award, file preparation, site preparation, system
i
i
installation, and other consulting as requested. Sole consultant
for this project will be Brian Aveney.
At various times daring the process, the consultant will meet
with the library staff and the Board of Trustees to review
progress on activities and answer any questions. These meetings
will be arranged in advance every two to three months and will be
held in Newport Beach. Meetinas with staff will be scheduled
between 6 a.m. and 10 a.m. to allow all staff members to attend
without disrupting public service. Meetings with the Data
Processing staff may be arranged for the same day. The
Consultant will meet with the Library Board of Trustees as part
of the Board's regularly scheduled Tuesday meetings, or at any
specially tailed meeting, if necessary.
An outline of needed tasks based on information available is
suggested in this proposal. It is understood that tasks will be
revised as a result of city procedures or actions. Any revisions
to the schedule will be developed at the direction of and in
agreement with the City Librarian in consultation with the
j appropriate bodies.
-4-
s 0
PROJECT TASKS
Review Existing Documentation and Automation Alternatives
Previous consultants have sampled library activity and
prepared estimates of library needs, transaction
frequencies, and studied automation alternatives. The
Consultant will update existing documentation, evaluate and
provide cost estimates of alternative means of meeting the
Library's needs for a full -MARC based on -line catalog and
circulation control.
Survey Communications Options
Available telecommunications services will be contacted to
develop estimates of the cost of leased lines to support on-
line activity in the four service locations and system
headquarters.
Prepare Funding Estimates
Consultant will prepare cost estimates for installation and
implementation of an integrated automated system. Cost
estimates shall include initial costs of installation and
implementation and ongoing annual costs for a period of five
to seven years. Data compilation will include results of
the tasks cited above, information obtained from Data
Processing department, and information solicited from
vendors in telephone interviews.
-5-
/v2
/3
• •
Prepare RFP for Automated System
If requested the consultant will prepare a draft Request for
Proposal (RFP) an for integrated Library automation system
I
including, but not limited to, an on -line public access
catalog, authority control, circulations control and future
expansion capability for new features and other integrated
functions. '
The draft will be circulated to staff, Library Board of
Trustees, and the Data Processing department prior to
formal discussions concerning the draft. After
discussion, the RFP will be edited to account for the
suggested revisions, deletions and additions. she RF? will
be delivered to the city to be sent to vendors.
Prepare RFP for File Preparation
A separate RFP will be prepared for processing the library's
OCLC archive tapes and other tape files to eliminate
duplicate bibliographic and item records, and subject the
name and subject headings to authority control to assure
clean files when the turnkey system is brought up.
Generation of barcodes for attachment to circulating
materials will be included in one or optionally both RFPs.
CM
Y
0 0
The file preparation REP also may contain an optional
provision for automatically "cuttering" tail numbers
presently without "cutters ". Procedures to generate the RFP
will be the same as for the turnkey system RFP.
Analyze RFP Responses
The Information Works will prepare a formal report analyzing
proposals from vendors. The report will compare features of
alternative systems and services and include cost analyses
and projections for each alternative. This initial report
will divide proposals into those considered unresponsive or
inadvisable and those considered most advantageous for the
library.
Assist in System Selection
Along with the consultant's report, copies of all proposals
will be sent to members of a proposal review committee to be
identified by the library. After time to review the
documents, a meeting or meetings will be held in Newport
Beach to develop agreement on the advantages and
disadvantages of the various alternatives for the library.
After selection of one or more proposals as most
advantageous for the city, the consultant will be available
as necessary to clarify questions still unresolved and to
develop consensus on the proposals most advantageous for the
library.
-7-
/y
r
• •
Assist in Contract Negotiation
The consultant will be available as necessary to assist in
negotiation of any unresolved issues concerning the contract
or contracts for the system and file preparation.
Assist in Site Preparation
The consultant will be available to assist -3n site'
preparation as necessary.
Assist in Installation
The consultant will be available to assist in system
installation as necessary. This may include assistance in
reviewing problems in manual procedures at the library's
option.
i
-a-
/j
/6
TASK OUTLINE
Task
Review existing documentation
Survey communications options
*Draft cost estimates
*Prepare RFP for automated system
*Prepare RFP for file preparation
*Analyze RFP responses
Assist in system selection
Assist in contract negotiation
Assist in site preparation
Assist in installation
*Document preparation
0
Est. Days
2 -5
1 -3
1 -3
3 -T
1 -3
3 -5
2 -5
1 -3
0 -5
0 -5
i
17
TERMS AND FEES
The Information Works is prepared to undertake the provision of
services described in this proposal on the basis of a fee of $50
per hour, not to exceed $400 per day, of consulting time plus
major expenses such as site visits in Newport Beach. Fees ana
expenses will be invoiced monthly. The Information Works will
absorb all reasonable incidental expenses during the course of
the contract, e.g., telephone, office support.
i
Total fees and expenses for consulting services described in this
proposal will not exceed $15,500.
MeC
• BRIAN AVENEY -RESUME •
EXPERIENCE
1984 - Senior Consultant, The Information Works. Automation and information
system consulting for libraries, cooperative agencies, and information
companies.
1980 -84 Director for Research and Development, Blackwell North America.
Member of 3 person Management Committee. Reorganized 30 person
technical services division, developed standard COM display options,
ALA filing, and name and subject authority control. Established online
linkages with OCLC, WLN and UTLAS networks and Innovative
Interfaces and CLSI turnkey systems. Edited Report to Libraries.
1978 -80 Manager of Computer Systems, Information Design. Developed
software for customer COM catalogs. Designed U.S. Post Office COM
zipcode directory system. Edited R014 Newsletter.
1975 -77 Head of Technical Services, Sacramento City- County Library System.
Ran 30 member technical services department which ordered, cataloged,
and processed 75 thousand volumes per year for central library, 28
branches, and five mobile units. Developed systemwide COM catalog.
1974 -75 Manager, Bibliographic Center, University of California. Managed 20
person systems group. Responsible for development and operation of
nine - campus union list of serials and MARC-based catalog card
production, and for installation of BALLOTS (later RLIN) terminals in
campus libraries.
1971 -73 Head, Library Systems and Planning Office, University of Pennsylvania.
Developed and installed first minicomputer library circulation system.
Installed OCLC cataloging system. Developed MARC -based newspaper
union list for Philadelphia area.
1969 -70 Systems Librarian, Harvard University Libraries. Designed,
programmed and installed automated acquisitions system.
1967 -69 Information Systems Analyst, Library of Congress. Systems and cost
analysis, flowcharting, programming and OCR forms design.
EDUCATION
1975 -78 Candidate for Doctor of Library and Information Science. University of
California, Berkeley. Coursework included 30 credits in MBA program.
1965 -67 M.S. with honors. Columbia University. Beta Phi Mu.
1957 -61 B.A. Colgate University.
COMPUT1NCt
1967- Have worked with mainframes, minis and micros. Have programmed in
ADPAC, APL, COBOL, PL /1, SNOBOL, IBM assembler, System /7
assembler, and REAL assembler. Familiar with OCR, bar codes, COM
and photocomposition.
0
TEACHING • •
"Library systems design," San Jose State University 19:5,19c:0.
"Cataloging and classification," University of California, Berkeley 1979.
"Library management and systems analysis," San Jose 197:::. Visiting
Professor, University of Oregon 1977 -78. "Technical services," Berkeley
1977. "Automation in libraries," Rutgers 1972. "Introduction to PL /1,"
Harvard 1970.
PROFESSIONAL ACTIVITY
American Library Association. Library and Information Technology
Association, National Conference Steering Committee 19::6- . LITA Board
of, Directors 19:'x4- . ALA Task Force on the Copyright of Bibliographic
Data Bases 1984 -85. LITA Publications Committee 19:51 -83. Information
Science and Automation Section, Executive Board 1978 -80. LITA Program
Planning Committee 1975 -77. Library Automation Discussion Group Chair
1973 -75.
American Society for Information Science. Networking Committee 1983 -64.
National Conference Committee 1975 -76. Bay Area Chapter: Chair 1975 -76,
Program Chair 1974 -75.
Book Industry Systems Advisory Committee. Machine - readable Purchase
Order Committee 1981-84.
International Online Information Meeting. Overseas Organising Committee
1981.
Special Libraries Association. Sierra Nevada Chapter: Workshop Chair
1976-77, Program Chair 1975 -76.
EDITING
Bulletin of the American Society for Information Science. Washington: ASIS.
Monthly. Editor, Special Section on Micrographics. 7(October 19l ;W :il -30.
Electronic Publishing Business (formerly EPB: Electronic Publishing and
Bookselling). New York: Electronic Publishing Ventures, Inc. Monthly
except August. Editor 1986- . Contributing Editor 1984 -c:6:
Information Publishing: An Electronic Journal. Belmont: Information Access
Company. Experimental online journal on Dialog. Editor 1984-E:5.
Information Technology and Libraries (formerly Journal of Library
Automation), Chicago: Library and Information Technology Association,
ALA. Quarterly. Editor 1980 -83, Editorial Board 1977 -79.
Library Hi Tech. Ann Arbor: Pierian Press. Quarterly. Editorial Board
1983- .
Serials Review Ann Arbor: Pierian Press. O.uarterly. Editor, Double issue
on the future of the serial. 12(Summer /Fall 1986):In preparation.
/9
SLRIAN AVENEY - PUBLICATIONS •
BOOKS
ed. Online Catalog Design Issues. Washington: Council on Library
Resources, 084. 249p.
and Brett Butler, eds. Online Catalogs, Online Reference: Converging
Trends. LITA Monograph Series 2. Chicago: American Library Association, 1984.
211p.
ARTICLES
. "The Serial as a Print Artifact." Serials Review 12(Summer /Fall 1986):In
preparation.
"San Francisco's Mechanics Institute Library." Wilson Library Bulletin.
In press.
"New Technologies in Publication and Supply." In Proceedings of the
National Acquisitions Group. Oxford: The NAG, In press.
"New Media, New Grammars." EPB: Electronic Publishing and
Bookselling. 4(January 1986):3 -4,12.
and Sheila Conneen. "The Atomization of Information." Bulletin of the
Medical Library Association. 74(January 1986):22 -26.
"04fline and Interactive: The Infotrac Videodisc Reference System."
International Journal of Micrographics and Video Technology. 4(1985):125 -131.
• "Electronic Transmission in Acquisition Systems." Technical Services
Guarterly. 2(Spring /Summer 1985):17 -31.
• "Editing an Electronic Journal." In National Online Meeting Proceedings
- 1985. Medford, NJ: Learned Information, 1985.
and Vivian M. Pisano. "Hispanex: Serving Libraries Serving Hispanics."
Wilson Library Bulletin. 59(March 1985):453 -55.
"What is Electronic Publishing?" Information Publishihg. [1](January
1985):DIALOG File 648, Article 1164811.
"Electronic Publishing and University Presses." The Exchange.
Association of American University Presses. No. 44(Winter 1984/85):3,5.
"The Dying Edition." In Provision of Federal Government Publications to
Depository Libraries in Electronic Format. Washington, Government Printing Office,
1984.
Pauline A. Cochrane with and Charles Hildreth. "Modern Subject Access in
the Online Age." American Libraries. i5(July /August 1984):527 -29.
o 20
ARTICLES (Continued) •
•
"Online Catalogs:. The Transformation Continues." Wilson Library
Bulletin. 58(February 1984):406 -10.
"Electronic Publishing and Library Technical Services." Library
Resources & Technical Services. 28(January /March 1984):68 -75.
"Post- Industrial Publishing." E PB: Electronic Publishing and
BOOksellino. 2(January 1984):21 -23.
"Electronic Publishing and the Information Transfer Process." Special
Libraries 74(October 1983):338 -44. Reprinted in Readings in Technology. New York,
Special Libraries Association, 1984.
and Luba Heinemann. "Acquisitions and Collection Development
Automation: Future Directions: Library Hi Tech i(Sum mer 1983):45 -53.
and Sally Drew. "Automated Resource Sharing: Wisconsin Spreads Its
Nets: Wilson Library Bulletin. 57(May 1983):742 -46.
Bruce 2iegman and "WLN Online Order Transmission." Information
Technology and Libraries. !(December 1982):346 -48.
"Who Are We? Where Do We Come From? Where Are We Going ?" Illinois
Libraries. 64(January 1982):5 -t2.
. "Competition in News Data Bases." Online. 3(April 1979):36 -38.
and Mary Fisher Ghikas. "Reactions Measured: 600 Users Meet the COM
Catalog." American Libraries. 10(February 1979):82 -83. Reprinted in The Card
Catalog--Current Issues. Metuchen: Scarecrow, 1981.
and Rod Slade. "Indexing of Popular Periodicals: The State of the Art"
Library Journal. 103(October 1,1978):1915 -23.
Brett Butler, and William Scholz. "Conversion of Manual Catalogs to
Collection Data Bases." Library Technology Report. 14(March -April 1978):109 -206.
Reprinted in Sourcebook of Library Technology. Chicago: American Library
Association, 1982. . •
"Public Service Applications of Minicomputers." In Information &
Politics. Washington: American Society for Information Science, 1976.
EDITORIALS
. "The Future of Print." Electronic Publishing Business. 4(June 0861:1.
. "The Last Horse Soldiers" Information Technology and Libraries. i(June
1982):83.
a/
I
EDITORIALS (Continued* .
"Tails Wagging Dogs." Journal of Library Automation. 14(March 1980:5.
"Special Section on Micrographics: Introduction." Bulletin of the
American Society for Information Science. 7(October 1980):11.
"Facing Our Technology." Journal of Library Automation. 8(June
1975):85 -86.
INTERVIEWS AND PROFILES
. "A Conversation with Wayne Olson." About systems for small publishers.
Electronic Publishina Business. 4(June 1986):5 -8.
"A Conversation with Greg Hastings." About software publishing.
Electronic Publishing Business. 4(May 1986):5 -7.
"A Conversation with DicK Kollin." About EASYNET. EPB: Electronic
Publishing and BooKselling. 3(May 1985):5 -9.
"A Conversation With Bob Barnes: About the LaserCard. B
Electronic Publishing and BooKselling. 3(January 1985):4 -7,21.
"A Conversation with Rod Slade." About text conversion. E PB: Electronic
Publishing and BooKselling. 2(July 1984):16 -23.
James Dwyer. "A Conversation With Brian Aveney: Technicalities. 3(November
1983):3 -8.
"Captain of His Ship." About Harold Martelle. American Libraries.
7(June 1976):334 -36.
"Eleanor Montague." Wilson Library Bulletin. 50(February
1976):450 -451.
"Pigs and Publishing: About the Oliver Press. American Libraries.
6(June 1975):364 -65.
REPORTS
Brett Butler, Martha West and . Library and Patron Response to the CO M
Catalog: Use and Evaluation. Los Altos:Information Access Corporation, 1978. 44p.
Revised edition 1979. 68p.
Brett Butler and The BALLOTS and SPIRES Systems at Stanford
University Boston; Inforonics,1974. 154p.
Brett Butler, and Lawrence BucKland. The Ohio Colleoe Library Center.
Boston: Inforonics,1974. 127p.
REVIEWS 0
E
Intellectual Prooert)( Law Dictionary, by Stephen R. Elias. Electronic
Publishing Business. 4(September 1986):In press.
1986 Buyer's Guide to Computer Aided Publishing. Electronic Publishing
Business. 4(July 1986):21.
Directory of Automated Library Systems, by Joseph R. Matthews. RQ.
25(Winter 1985)255 -56.
Introduction to Automation for Librarians, by William Saffady. Information
Processing & Management. 21(1985):169 -70.
The Electronic Library, by Kenneth E. Dowlin. College & Research Libraries.
45(July 1984):321 -23.
Information and Innovation, edited by Barrie T. Stern. Information
Technology and Libraries. 2(December 1983):456 -58.
Information and the Transformation of Society, edited by G.P. Sweeney.
Information Technology and Libraries. 2(December 1983):458.
VideoPrint. Information Technology and Libraries. 2(December 1983):463.
Libraries and Librarians in an Age of Electronics, by F.W. Lancaster.
Information Technology and Libraries. 2(June 1983):229 -30.
Videotex Canada. Information Technology and Libraries. 2(March
1983):126 -27.
The Future of the Printed Word, edited by P.J. Hills. Journal of Library
Automation. 14(September 1981):239.
Dynamic Library and Information Processing, by G. Salton. Journal of
Academic Librarianship. 2(March 1976):31 -32.
Computer Systems in the Library, by S. Swihart and B. Hefley. Library
Quarterly . 45(October 1975):426 -27.
a3
0 RECENT CLIENTS 0
Se84 —M y85 Advanced Library Concepts. Consulted on organization, staffing,
and marketing. 'Reviewed functional and technical designs. Alpha
tested and documented portions of Pick -based integrated
microcomputer system. Designed and wrote customer newsletter,
Adlib Update. Developed mailing list and prepared press releases.
Ap86 -J186 H.H. Blackwells (Oxford), Periodicals Division. Surveyed automated
serials control systems and electronic linkages with subscription
vendors.
Se84 -Je86 Blackwell North America. Consulted on electronic communication
with library network and turnkey acquisitions systems. Edited
customer newsletter, Report to Libraries. Prepared brochures and
advertisements.
Ja86- Dynix Automated Library Systems. Consult on marketing and public
relations. Prepare press releases, brochures, and articles for
library publications.
Ap86- Electronic Publishing Ventures. Edit monthly trade journal,
Electronic Publishing Business.
Fe85 -No85 Fred Meyer Trust, Library and Information Resources for the
Northwest (LIR N) program. Analyzed needs and drafted technical
specification (RFP) for the Pacific Northwest Conspectus database.
Estimated keying load. Reviewed bidder responses.
De84 -My86 Hispanex: Hispanic Information Exchange. Consulted on design of
Lector, a book review journal. Wrote and placed article describing
Hispanex services in Wilson Library Bulletin. Chaired the Technical
Advisory Group for the HOLA (Hispanic Online Access) program.
Prepared R FI for integrated system. Drafted portions of business
plan.
Se84 -Se85 In4ormation Access Company. Edited Information Publishing, an
experimental online journal available on Dialog. Prepared press
releases and articles.
Oc84 -Ja86 Infour,lnc. Consulted on the design and marketing of a large -scale
retrospective conversion service (PACfile) for major US research
libraries, based on the RLIN Books database. Prepared marketing
literature and press releases.
No85 -Ja86 Oregon State Library. Consulted on database and report design for
dBase III system to support the Pacific Northwest Conspectus
project.
Mr85 -My85 , Saztec Corporation. Drafted brochure copy for database conversion
operation. Developed mailing list and prepared press releases.
�y