2013-2014

Palo Alto Library

Library System (ILS) Procurement Consultant

Working with Library to develop an ILS procurement document, evaluate potential vendors, assist with demos and final selection. The approach we took was to work with the library to identify minimum qualifications for vendors to meet in order to be considered for a demonstration. Rather than working with a laundry list of requirements, in the first phase the Library is focusing on identifying the key differentiating qualifications and seeking information about how the ILS vendor handles critical workflows. 

2014

Huntington Beach Library

Library Materials Handling Consultation

Huntington Beach had an old conveyor system for moving books from one part of the Library to another. This system was very old and in disrepair. This consultation involved helping the Library develop a work plan for eliminating the conveyor, adding a new state-of-the-art automated check-in system, implementing an effective self-service environment and changing the ways many of the spaces in the Library to optimize staff and patron workflows.

2013-2014

Alameda County Library

Alameda County Materials Handling Evaluation

Worked with Alameda County Libraries to evaluate the materials handling operations and workflows including staffing, procedures, use of spaces and technology and interlibrary delivery. Preliminary recommendation was to form a Materials Handling Task Force to further tease out materials handling issues and identify suitable solutions for the Library while developing staff engagement in the solutions. Engagement was concluded with the Task Force submitting materials handling recommendations to Executive Team.

2012-2013

Topeka and Shawnee County Library

RFID Procurement Consultant

Worked with the Library to select an RFID vendor to provide RFID tags, security gates, self-check-out machines. Assisting with RFP development, planning for demonstrations, working with staff to understand the technology and providing implementation assistance.

2009-2013

Califa

Open Source - Open Libraries Project

Helped establish and  managed the Open Source Open Libraries Consortium in cooperation with Peninsula Library System and Califa. The goal of the consortia was to "empower libraries and library consortia by encouraging participation and collaboration in software products generally, and encouraging them to consider an Open Source Library System such as Koha or Evergreen."

Over the course of the project we moved 9 library systems to Koha and helped three library systems begin evaluating Evergreen and Fulfillment. The project was concluded in October, 2013.

2012-2013

Marin County Free Library

Materials Handling Evaluation Related to Branch Remodels

Evaluated the feasibility of implementing AMH systems in the branches and assistied with materials handling workflow optimization related to branch remodels. Project included making recommendations for new equipment, workroom layout, automation and modified workflows.

2012-2013

Salt Lake City Public Library

Salt Lake City RFID and Materials Handling Project

Lori Ayre assisted in the selection of an RFID/AMH vendor and planning for the implementation. The project included vendor selection, RFID conversion, selecting and sizing equipment (self-check-ins, self-check-outs, sorters, staff stations), planning remodels, and working with vendor. Cheryl Gould worked with the Library to help define their service model to support their goal of 100% self-check-out.  

2013

Topeka and Shawnee County Public Library

Topeka and Shawnee County Public Library RFID Procurement

Lori Ayre worked with Topeka and Shawnee County Public Library to meet with Library stakeholders and clarify the short and long-term goals related to their planned RFID procurement and to learn more about the realities of RFID use in libraries. Building on this initial meeting, Ayre worked with the Library to develop an RFP and procurement plan. Ayre drafted the RFP, developed a scoring instrument, and also created a demo script and scoring instrument for the demo.  

2011-2012

Vermont Dept. of Libraries

Catamount Library Network Open Source ILS Selection

Worked with Catamount Library Network to evaluate Koha and Evergreen, two open source ILS options, under consideration. The project included fleshing out two documents that comprehensively define Koha and Evergreen functionality, to articulate the short- and long-term objectives of the network, and then to identify the differentiating factors.  

Lori Ayre worked with the group to capture information about their needs and to help prioritize them. Ultimately, the group was able to identify for themselves the ILS choice that best met their needs.

2011-2012

Fenway Libraries Online

Procuring New Massachusetts Virtual Catalog System

This project was done in partnership with Melissa Stockton of Quipu Group. It involved developing a procurement strategy for replacing Massachusetts' current resource-sharing product (SirsiDynix URSA) and then taking the stakeholders through RFP development, evaluation and demos and eventually through to selection.