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LMS Implementation Management Team
Meeting Minutes--December 2, 1999--10:30 AM
303 Olin Library

Present: Lynn Brown, Karen Calhoun, Susan Currie, Elaine Engst, Philip Herold, Diane Hillmann, Susan Markowitz, Lynne Personius (chair), John Saylor, Pat Schafer, Linda Westlake, Scott Wicks

1. Lynne Personius reported on the following items discussed at the December 1 meeting of the Steering Committee (Ross Atkinson, Tom Hickerson, Sarah Thomas):

Cut over schedule

The Steering Committee expressed concern about the amount of testing time IMT built into the schedule and asked Ross Atkinson on its behalf to get more information. According to Lynne, the Steering Committee's major worry was the potential for building sizable backlogs in cataloging and acquisitions. After some discussion, IMT decided to invite Ross to a special meeting prior to the next Steering Committee meeting in two weeks. The sense of most, if not all, of the group was that a full discussion with the whole committee, representing managers from a wide range of functional and geographical areas of CUL would persuade Ross, and subsequently the full Steering Committee, that this schedule was justified and unmanageable backlogs would be avoided with careful planning. This special meeting has since been scheduled for December 13, at 3:30 p.m. in B59 Kroch Library.

Voyager 2000

Another topic discussed by the Steering Committee was the timing of CUL's move to Voyager 2000. Lynne asked for IMT's views. After much discussion, the strongest sentiment seemed to be for moving as quickly as possible after coming up in 99.1. Lynne told the group that Endeavor planned to try to keep its releases in sync with the academic year. Therefore, the group reasoned that by moving quickly we would experience an especially disruptive summer, but we would minimize the amount of disruption for our users and staff over the course of the 2000/01 academic year. Furthermore, we would already have a training team in place from the 99.1 installation which could then move on to 2000. Karen Calhoun said that if Cornell decides to follow this plan, we should minimize the number of customized reports that we request for 99.1. Many of the changes in Voyager 2000 will impact the technical services modules, especially acquisitions, and are positive.

Equipment

Lynne reported that the Steering Committee decided that Oliver Habicht, the Director of Desktop Services in Library Information Technology, will be responsible for recommending equipment for Voyager. IMT had many questions regarding the process, the scope of Oliver's assignment and his plans. After some discussion the group decided that the most practical approach was to invite Oliver to its next scheduled meeting on December 16. Lynne said that she would invite him. Diane Hillmann said that basic specifications would eventually be posted on the CUL Voyager Implementation Site.

VUGM Attendance

The Steering Committee asked Lynne to ask other Voyager sites about their approaches to VUGM attendance. In addition, Lynne said that she would question Marlene Harris, CUL's Endeavor Project Manager. She asked IMT for its views. The discussion focused on the benefits of full participation in all areas. Early in the implementation process the benefits center more on information gathering through interaction with representatives from other Voyager sites. After implementation participation means more opportunity to influence development and enhancements. Real participation necessitates a budget to cover costs.

Reporting and OPAC Working Group Recommendations

The recommendation from the Reporting Working Group to have a strategy of decentralization of report production was accepted by the Steering Committee. In response to the OPAC/Gateway Configuration Working Group's recommendation to use the WebVoyage and ASCII for the public access catalog, the Steering Committee questioned the need for development of a text based interface. Lynn Brown agreed to draft the rationale based on the recommendation and send it to Ross for the Steering Committee's consideration. Key points are that we need the text based interface to be ADA compliant and we will be able to rely on it as a backup during slow periods and downtime. Karen Calhoun also mentioned that many users have a preference for telnet access to the catalog.

Miscellaneous

The Steering Committee also discussed the work of the various committees. Lynne mentioned the announcement regarding the changes in George Kozak's and Surinder Ghangas' responsibilities for the project. She said that both would attend IMT meetings in the future. Finally, Lynne said that the Steering Committee planned to meet more often in the future than they had to this point.

2.
Diane Hillmann reported that the data migration questionnaire for the first test migration will be completed on schedule by Monday, December 6. She said that some special programming items were just about settled. She said that there is a schedule for keeping the work on track for the test and made a special mention of Jim LeBlanc's help. She also said that plans are under development for the actual test and for getting feedback.

In regard to web sites, Diane said that Karen had offered to assign someone to be responsible for posting technical documents for the staff that are developed. Diane also said it is much easier for Deb to work from e-mail minutes. Diane said that Deb would pick them up from cu-lib when they are posted there.

In response to a question from Ed Weissman regarding the discussion on voyager-l regarding MFHD's and copies, Diane said that at CUL every copy would have a MFHD.

3. Susan Currie reported on the work of the Patron File Subcommittee of the Voyager Access Services Working Group. She said that they were planning a patron file migration in December so that they could see how information migrates and what it will look like. She said that they are also planning to test CUL's interfaces for the patron file.

4. Susan Markowitz discussed various training issues with the group. In regard to training for the trainers, IMT recommended the first two weeks of February. IMT also recommended that its 99.1 update training be scheduled for Friday, February 11, the only day in those two weeks when all members are likely to be available.

IMT agreed to select the people they will recommend as trainers at the next meeting on December 16. A training subcommittee of Lynn, Diane and Susan M. will prepare a training model by that meeting. Susan M. passed out the names of the people who had been recommended so far. She said that she believed Endeavor would permit us to send 20 people to the February training in two groups of 10. Therefore, she said that we needed to supply the names of more people.

Susan M. and Karen will meet separately to discuss issues related to training for reports.

5. Ed reported that the OPAC customization training had been effective. He said that the OPAC group was in good shape for making the necessary decisions and doing the configuration work. He said that Tom Gale would serve as the technical expert. He knows Unix. Ed also said that he thought that it was unlikely that we would try to integrate the Gateway Networked Resources into the catalog by June. However, he said that this was still under discussion.

Other members of the OPAC group agreed that they came out of the training prepared for the work ahead, but said that they were not impressed with the training or the documentation for the configuration work. The OPAC Group took charge of the final afternoon session to go screen by screen with the trainer to itemize the decisions they would have to make and the location of the files they would have to work with.

Finally, prompted by the mention of configuration files, Lynne suggested that an issue for the future will be how CUL decides to manage accessing and changing files. At that point Pat's pencil ran out of lead and Lynne adjourned the meeting.

Minutes recorded by Pat Schafer

For information about the LMS implementation and meeting minutes for all of the IMT working groups go to:

http://www.library.cornell.edu/iteam/


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