Minutes of March 13, 2008 Meeting

Stephanie Bartz, Judy Gardner, Elizabeth Leister (for Mary Beth Weber), Ann Montanaro, Mary Page, Gracemary Smulewitz, Christopher Sterback (recorder, chair), Bob Warwick
Nancy Hendrickson, Jane Sloan

1. Update on Migration to Oracle

a. Oracle System Administration Class - Bob, Tracey, and Chris attended an Oracle 10g System Administration class the first week of March at the Raritan Center in Edison NJ. The training workshop was presented well and provided the foundation needed to maintain an Oracle database.

b. Interest in using Standalone - Chris asked Judy whether Access Services plans to use the J client's version of the standalone software to record circulation checkout transactions while Workflows is unavailable during the migration. Judy responded that she is interested and will identify Access Services staff members to work with Chris on testing and configuring the software package.

2. Update on modification of item types

a. Spreadsheet on T drive - Bob demonstrated the spreadsheet he created that will be used by LIS to map the item types from the old codes to the new ones. The spreadsheet contains nine worksheets, one for each bibliographic format, and contains columns to denote the number of items by library, home location, old item type, new item type, circulate flag, and additional notes.

b. Cleanup - Bob has already begun to clean up some of the incorrect combinations and identified others that will need to be referred to library units for review. Gracemary suggested that TSCWG should be responsible for the record modification and will add this topic to the agenda of the next TSCWG meeting. Judy added that Access Services could also help.

c. Impact of item type change on newly cataloged material delivered to the units - Bob raised the following issue for review by Acquisitions, Cataloging, and DTS. After the new item types are implemented, staff members will no longer be able to refer to the item type to determine the location of a newly cataloged item delivered to their library. He asked, "How will the workflow adjust to meet this need?" For example, in Unicorn a newly cataloged book ordered for Alexander STACKS is sent to Alexander from TAS with a home location of IN-PROCESS, current location of IN-PROCESS, and an item type of STACKS. If nothing changes, in the new workflow the home location will still be IN-PROCESS, the current location will be IN-PROCESS and the item type will be BOOK-Y. How will the units know that this book was ordered for the STACKS and not another sublocation? Bob suggested that TAS may decide to checkout items to an IN-PROCESS user. Then, when the item is delivered, the units would only have to discharge the item and route it to the appropriate sublocation. TAS managers will consider this issue and report back at the next meeting.

3. Update on Loading Harrassowitz Serials Invoice

Chris reported on the continuing progress testing the load of an electronic serials invoice from Harrassowitz. He successfully loaded one invoice with service, postage and handling charges paid against the SHMX fund. The next step is for Harrassowitz to send a file with multiple invoices that also contain one line item for service, postage and handling charges for each invoice.

4. Debriefing from SirsiDynix Materials Booking webex presentation

Chris reported that he, Bob, Tracey, and Jan Reinhart attended a SirsiDynix web presentation that demonstrated the latest software enhancements to materials booking. The demonstration included screen shots of the new Materials Booking wizards that will be delivered in the next upgrade to the Unicorn software called Symphony 3.2. Systems plans to upgrade to Symphony 3.2 in late December 2008/early January 2009.

5. Update on Dstation training

Chris reported that the next Director's Station training workshop scheduled for April is now full. 22 individuals were invited and the first 9 have signed up.

6. Farewell Ann!

All LIS members wished Ann farewell and thanked her for her eleven years of service on the LIS committee. Ann will be missed!

7. Next Meeting

The next LIS meeting will be held on Thursday, April 10, 2008 at 1:30 p.m. in the TSB conference room.

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