Voyager Circulation/Reserve Task Force meeting
February 1, 2000

Our first agenda item was establishing a regular meeting time (every other week through mid-March, then once a week). Everyone agreed to notify
Susan if Tuesdays at 9:30 will not work. ( I haven't heard from anyone that this won't work so the next meeting is set for Feb. 15th at 9:30).

Implementation Schedule
Susan distributed the latest version of the implementation schedule and said that as with any implementation, the schedule could change some. This
schedule will be approved by the Steering Committee and then will be posted on the IMT website. The important dates for this committee,
however, are ones for which we need to begin planning now. Joanne Leary has volunteered to draft a list of day to day operations that will be affected
by the implementation. We will use these in our meetings to discuss and plan workflow for downtime. Everyone should send by e-mail, questions,
suggestions and issues to Joanne. She will bring the first draft to our next meeting. Also, our installation will be made using existing
policies, intervals for overdues, amounts for fines, etc.

Manuals
Susan brought copies of manuals, one for each unit, and asked everyone to take one when leaving the meeting. Some staff have asked about getting the
Voyager clients on workstations but due to the data load taking place right now, no one should be using the clients. Susan has instructions for
getting the clients and will distribute them at the next meeting but everyone will also need to check to see if the computer where it is to be
installed is powerful enough. Everyone should contact his or her network administrator for this. This will be an agenda item at the next meeting.

Reporter client (Microsoft Access)
Susan distributed handouts outlining requirements for Voyager reports. Training is needed for staff who are likely to be using one or more of the
prepackaged reports shown on pp. 109-118 of the Voyager Accessories Manual and staff who are likely to be using one or more of the reports and
notices produced with Voyager Reporter (on pp. 119-146). The unanimous response was that pretty much everyone in this group would do both so
attending Microsoft Access training is needed. Susan has sent the names from this group to LHR for the next Micro Soft Access training.

Staff Training for Voyager
In February, Endeavor staff will train approximately twenty CUL trainers who will then be responsible for adapting and creating training materials specific to CUL workflow. Trainers from this group include Deb Lamb-Deans from ILR, Carmen Blankinship from OKU and Howard Raskin from Mann. Basic training for all staff (approximately 3 hours of system overview and OPAC searching) will be offered in March. After this "hands-on" functional training will follow in April and May for:

Circulation
Reserve
Acquisitions
Serials
Cataloging
Collection Development
Fund Accounting
Advanced Reference Searching

For further information about schedules, consult the CUL Voyager Implementation Site or the Library Training Opportunities listing on the CUL staff website.

Item conditions/pseudo-patrons
Susan distributed the latest revision of the data migration chart for item conditions and pseudo-patrons. Each unit should send to 101, photocopies (or barcode number) of each ACTIVE pseudo-patron card (those still being used). Also, send any old cards that are not being used to 101.

Susan and Sara Spoonhower will review the category of each patron card for work that needs to be done. The goal is to try to reduce three categories:
reserve, dept and proc. to as few active cards as possible. We will have some to migrate for each unit but will set up a special migration situation for these with elimination after we're up and running. Bindery, Missing and Lost pseudo-patron cards should NOT be in use effective immediately.

Questions for Endeavor
Susan distributed a list of questions that have already been sent to Endeavor. Everyone is encouraged to send questions to Susan (sac5@cornell.edu). She will add them to the list and will forward responses from Endeavor to the group.

Publicity
In response to questions about how we are going to publicize bringing up Voyager, Susan summarized a meeting that the Voyager Access Services
Implementation Committee held with Ross Atkinson on January 7, 2000. We discussed needed publicity for CUL as well as the Cornell community about the Voyager implementation including production of library cards for both endowed and statutory units, recalls, holds and on-line circulation.
Additionally, all University offices and departments that have regular business with the Library need to be informed well in advance of the change in order to ensure that transfer of information and day to day operations are not seriously impeded. The library has ongoing data transfer with the Registrar, Bursar, Accounting and Human Resources. Questions about publicity should be directed to Ross.


The next meeting of this taskforce will be Tuesday, February 15 from 9:30 - 11:00 in Olin, room 703. Diane Hillmann will talk to us about the data
migration and testing locations.