LMS Implementation Management Team
Meeting minutes 9/23/99
303 Olin Library
Present: Lynne Personius, Pat Schafer, Elaine Engst, John Saylor, Surinder
Ghangas, Diane Hillmann, Lynn Brown, Philip Herold, Ed Weissman, Karen
Calhoun, Bill Kara, Linda Westlake, Susan Currie

Lynne distributed a number of pieces of information, including a set of
location codes and names, loan codes and policies, patron categories, and
circulation situations that need to be reviewed by all members of IMT
before the project orientation sessions in early October.

Status reports for each of the IMT work groups:

Data Migration: Diane Hillmann (chair) reported that the group conducted
its first meeting this week and will be holding regularly scheduled
meetings on Tuesdays. They will be working on a spreadsheet for the test
plan. The group is reviewing the current CUL locations information and
will be formulating a recommendation based on this review.

System Installation: Surinder Ghangas (chair) reported that there are four
servers for the LMS: library7.library.cornell.edu is the database server,
containing 300+ gb of disk drive space, library8.library.cornell.edu is the
keyword index server, library9.library.cornell.edu is the staff server,
and, library10.library.cornell.edu is the OPAC server. Servers are being
backed up each evening. Surinder is working with Mark Wilson from Endeavor
on the database tables. The Voyager installation complete on library 7 and
8, and is continuing on library9 and library10. Lydia Pettis is testing the
report-producing functions of the system. Lynne is working on the library's
contract with CIT. Surinder is working on a procedure to pass server
information to CIT machines so that they can monitor the new library
servers. In the future, she will take IMT members to visit the machine room
in three groups. Surinder is the systems administrator for the 4 systems,
with George Kozak as back up, and George has been appointed the security
administrator for Voyager. LTD will be able to monitor the Voyager servers
from a computer in their offices.

OPAC: Ed Weissman (chair) reported that the group has established a
regular meeting time (Wednesdays) and will meet shortly.

Reserves: Susan Currie (chair) reported that an informal meeting was held
to identify the major issues that need to be addressed. The group will be
organize a formal meeting soon. Some Access Services staff from outside
the IMT have been contacted to help with specific tasks. Susan asked for
examples of unlinked item records.

Reporting: Karen Calhoun (chair) reported that she and Lydia, who is
testing the reports functionality of Voyager, will meet soon. Lydia has
set some potential milestones. They are gathering an inventory of existing
reports and collecting samples of some of these. Then they will look at
what is available in Voyager. There are a number of CUL staff taking MS
Access classes, learning skills that could be useful in generating reports
from Voyager. Lydia and some IT staff will be taking an SQL class in
Rochester. It was suggested that we think about contacting Pamela Rothbard
regarding the possibility of conducting MS Access training locally.
Reporting is centralized with NOTIS, but could be decentralized with
Voyager, providing we understand how to interact with the data. Voyager
has ~400 tables, and its relational database management system will provide
power and flexibility that NOTIS lacks.

Voyager/GFA development: Pat Schafer (chair) stated that the group got an
early start during Marlene Harris' visit with their trip to the Annex. The
group is working on workflow procedures. There are some potential
problems with holdings in the interaction between Voyager and the Annex
system. The group will provide Marlene (on her October 4 visit) with a
draft document explaining retrieval and reshelving and the holding change
process. The group will need to initiate a relationship between Voyager
and the Annex system vendor.

Media Scheduling: Susan Currie (chair) will be working with Access
Services staff, and potentially others (John Saylor mentioned that he may
have a staff member who is prepared to help), towards investigating this
module.

Security: Bill Kara (chair) will convene the group on Monday. Lydia will
review NOTIS security with them, and Lynne will join them. They will begin
with setting a timeline and a regular meeting time.

Discussion of Implementation Schedule: (Lynne handed out the Endeavor
SupportWeb checklist (available in SupportWeb under the "New Customers
Setup" section)

IMT will need to identify, nominate, and select 12-14 trainers by January.
Trainers will need release time and other support as they will be required
to undergo four days of functional training and then prepare and conduct
staff training, all of which is expected to place great demands on their
time. IMT will also need to make a recommendation to LMS Steering
regarding a cut-off/switchover date for Voyager and began talking about the
implications of this date. The group covered each of the listed milestones
beginning with the bibliographic data load. We will need to talk with
others who have been through the implementation process to uncover many
important details including the effects of training, timing, gap
procedures, and work stoppages. Marlene Harris may also be able to shed
some light on the implications of our timeline choices, and the order and
duration of necessary steps.

IMT members will review the full milestone list individually, and prior to
the October training will: review functional manuals in each member's
area(s), install clients on their machines (will also be installed in the
Engineering Library training room), read through the System Administrator's
manual, and review the location codes and tables materials.

-Minutes recorded by Philip Herold