STAFF RESOURCES

Minutes of February 8, 2007 Meeting

Present:
Stephanie Bartz, Judy Gardner (recorder), Nancy Hendrickson, Mary Page, Gracemary Smulewitz, Christopher Sterback (chair), Bob Warwick, Mary Beth Weber
Excused:
Ann Montanaro and Jane Sloan

Agenda

  1. Director's Station Training - Spring Series
  2. Any Post GL3.1 Upgrade Issues
  3. Feedback on date for Oracle Migration
  4. SirsiDynix Superconference 2007 - Topics of Interest
  5. Migrate to J client - status report
  6. Review Draft Charge to Item Type Committee
  7. Information sharing, announcements

1. Director's Station Training - Spring Series

Chris, Bob, and Tracey are planning another round of Director's Station training this spring, with a focus on selectors and access services staff. LIS members may send additional trainee nominees to Chris.

Chris reported Tracey's WF circulation statistics are almost an exact match with Director's Station. If possible, it's best to move statistics to Director's Station given the volume of reports currently running on WF. Chris will check on the status of an upgrade and cross-cube reports at the Super Conference later this month.

2. Any Post GL3.1 Upgrade Issues

GL3.1 was a quiet upgrade. Issues discussed on listserv and forums generally relate to earlier upgrades and problems we've already solved.

3. Feedback on date for Oracle Migration

The proposed date for migrating to Oracle is May Intersession, 2008. Although this is 14 months away, we need to get on SirsiDynix's schedule now. In the meantime we may need to upgrade the server so there is no degradation of response time. How much downtime will be required is still not known, or if a read-only version of IRIS will be available. Chris advised us that quality control in the field, checking that records and data migrated correctly, is absolutely crucial. LIS members agreed that with this long lead-time we can adjust workflow and deadlines if needed, and that the May Intersession 2008 date is the best for the academic calendar.

4. SirsiDynix Superconference 2007 - Topics of Interest

Chris will concentrate on sessions on open URL, ERM, JClient, and e-commerce, but is open to attending other sessions recommended by LIS members. He is co-presenting a session on Director's Station, including our experience with roll-out and training. Jan Reinhart is also attending the Superconference this year and will focus on Bookings.

5. Migrate to J client - status report

Chris suggested that each functional area develop and deliver their own J Client training; Systems staff will be a resource. Mary and Nancy will train selectors, who primarily check funds. Selectors that would like to get started with the J client on their own now, prior to the formal training, should contact Chris in Systems. Chris will coordinate the install of the J client on their personal workstations with PC staff.

All new machines will have the J Client (as well as C) installed. Systems staff are updating all extant staff logins for J, since permissions are different from C.

LIS agreed that the C Client will go away Dec. 31, 2007, except as it is needed for Bookings, and that all modules will be on J by then. LIS members may migrate their modules to J earlier than Dec. 07 if they are ready.

6. Review Draft Charge to Item Type Committee

We reviewed and edited a draft charge for the Item Type Task Force. Chris will forward the document and a list of proposed members to Grace Agnew, who will formally "charge" the committee.

7. Information sharing, announcements

Chris is working with SirsiDynix and Harrassowitz staff on loading serials invoices via EDI. So far Harrassowitz has supplied two test files, but they have failed the test load because the invoice format supplied did not follow the X12 standard. Apparently Harrassowitz has only worked with the European EDIFACT format and has not had much experience with X12. The last update from Harrassowitz was that their developers were still working on it.

Andy Martinez has finished clean-up of the old in-process items list he produced. This list contained records that were 1) duplicate records (where one was created to generate the purchase order and the second was created when the item was received) and 2) in library and on the shelf but not checked in. The list will be run again and given to Mary Beth next.

Chris is working on J Client, with the Electronic Resource Access & Integration Task Force and Serial Solutions to populate the ERM, loading Harrassowitz serial invoices, documentation for Director's Station training, planning for Oracle migration, and his "Deploying Director's Station" program at the Superconference.

IPAC is testing the context sensitive EZ-Borrow button in test IRIS.

Bob is busy with Searchlight, which should be up within a month. The subject list was recently revised. He is also analyzing the MARC records for packages from Serials Solutions. Quality of URLs and coverage are factors. With some packages we will continue using Ebsco's records.

An access services J Client training team has been formed and is planning to deliver training in May, with switch to J around June 1. ASC is very happy with the EZ-Borrow button in IRIS. Staff are experimenting with eliminating the Trap Holds step while processing PALCI books at some units.

As a result of the subscription transfers from multiple vendors to Harrassowitz, DTS is updating serial control records for all libraries with new subscription IDs and transfer information.

The YBP approval plan profile was recently changed. This effected our PromptCat profiling, which is being fixed. Ordering firm orders online is now open to NB selectors.

8. Next Meeting

The next meeting is scheduled for Thursday, March 8, 2007 at 1:30 p.m. in the TSB conference room and will be devoted to a debriefing from the 2007 Sirsi Superconference.



 
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