IMT Migration Working Group
Meeting minutes, October 19, 1999

Present: Susan Currie, Bill Kara, Diane Hillmann (chair), Linda Westlake, Scott Wicks.

1. Diane and Susan briefed the group on the progress of the locations migration. They passed out a sample spreadsheet for Uris Library, which they had set up to demonstrate how the mapping could be done. Two information meetings were held for units on Oct. 14 and 15--they had been well attended and good questions were asked. Diane had sent out a message to unit heads with available times for meetings to discuss specific unit locations and how they might be migrated. Scott will attend all meetings at units with processing centers.

2. Diane passed out a possible timeline, based on the one Lynne and Marlene had set up, with more detail on the migration and testing process. The group discussed the placement of the open order migration specification and testing, and agreed that this should happen much earlier in the process, preferably just after the first test of the bibliographic record migration. Given that workflow and set up of funds would need to be a priority at that stage of the game, it was felt that having at least a "quick and dirty" load of open orders to the test database would be an enormous help. Changes in the schedule will be discussed with Lynne when she returns from vacation.

3. Diane said that Jim LeBlanc had been asked to help with the bibliographic, holdings and authority record migration. He will take over the work that Diane started, and work to bring that portion of the specification to final draft form. Diane suggested that he be asked to attend meetings with the rest of the WG, and they agreed.

4. Susan gave a report on the patron file and distributed a handout concerning the patron file. She also emphasized the need for including the patron file database migration test when we set up our other tests.

5. Scott and Bill discussed the progress of the discussions on acquisitions migration and the setting up of fund codes. They felt that there was not much they could do at this stage with fund codes, as consultation would be going on with selectors concerning what they kind of information they would need from the new system. It seemed clear from their explorations of the issue that there would need to be significantly more standardization in the design of new fund codes in order to get reasonable information at the reporting end of the process. There was some discussion of the current uses of L3 codes and other L codes in NOTIS, and a suggestion was made that the acquisitions departments be surveyed on how they'd used them in NOTIS, as a useful step.

Recorder: Diane Hillmann