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TRELLIS Pilots Group

TRELLIS Pilots Meeting

Minutes

April 9, 2001 - Davis Centre Library DC 1568

Present: Linda (facilitator), Dan, Alex, Lois, Betty, Patti, Carolyn, Anne (recorder), Debbie, Gail, Charles

  1. Acquisitions Fiscal Period Close
    An email will be sent to all TUG staff outlining the process: Thursday April 26, 6pm all modules backed up for ½ hour and acquisitions will be unavailable until Monday after it has been tested and managers give the OK. Fund info for selectors and bib searchers should be entered by Tuesday.

    Action: Debbie will email Binding about access to acquisitions module.

  2. Solaris Operating System Upgrade
    The upgrade improves functionality, security, etc. and will be done by UW (Charles who is certified) and IST staff the weekend of May 5. TRELLIS and all modules will be down about 4 hours as well as any websites using cgi scripts (TUGdoc, ILL form, etc.). Backup OPAC will be available as well as offline charge. To minimize the impact on users, the application servers will be upgraded sequentially during the preceding week and services will be shifted from one application server to another as needed through the week.

    Actions: TOMG will be sending details about the impact of the upgrade to tugstaff-l. Liaison librarians could use this as the basis for a message to faculty and grad students.
    Ways to inform users such as page redirects for TUGdoc, etc. will be explored by Charles.

  3. Voyager 2000.1.3 Upgrade
    The gold patch is expected by the end of this week and we want to test preview clients as well as talk to sites who are live before us.

    1. Pilots' assessment re best time in July/August
      First weekend in August is out as it is a holiday. OPAC group reported that ISR staff prefer early July (either of the 1st 2 weekends). Renison, Optometry and St. Jerome's were ok with this but prefer Aug 17-20 or Aug 10 -13. Acquisitions says anytime in August as they need to train 30 staff which may include using Endeavor staff as per our contract. Circulation is fine with any time in July as well as Aug 13 or Aug 20 weekends. Cataloguing had no date preferences except that it occur when Betty is not on holiday.

    2. Review of typical upgrade processes/responsibilities
      Linda gave us each a spreadsheet of tasks and days to complete from the fall upgrade plans and we discussed a few items. A new plan will be created. Not clear who will be the head of Prototyping as Ellen retires end of July but could come back on contract for a later upgrade date. Mike, Virginia and Mark are discussing this.

  4. Round-the-table TRELLIS updates

    Gail: Architect, a new software for defining business plans, is being tested for web-based reports. Requires new data catalogues be built.

    Debbie: Using EDI daily with UW Finance. Things are being paid faster.

    Anne: TUG OPAC meeting after Easter re upgrade and TUG OPAC duties. There are more decisions re item statuses (Alex) which we'll add to agenda. Carolyn: Successful cooperative collection development with St. J, CGC and UW for Religion database.

    Patty: New staff - Jim Winterbottom, Manager of OPT and Tim Ireland.

    Betty: Cataloging electronic IEEE is a big project. Also defining how to put local info into authority records (100 deletes behind).

    Charles: Determining hardware needs for next year given keyword server memory problems this year; going to VUGM; interest in open URL, Cross-Ref and sfx enabled; Experimenting with NetMeeting, a free Microsoft program, which allows group members to see each other's desktop. TUG acquisitions were to be the test group.

    Lois: Cataloguing Renison serials in order to use serials check-in. Practicing check-in with 99 training database.

    Alex: Setting up Impromptu reports for Renision. Problems with Missing In Transit reports for staff placed title level holds (source info or target info often missing). No Endeavor fix planned in the near future. Dropping the Full-time and Part-time status info for patrons (no longer coming from Registrar) and marking categories Do Not Use.

    Linda: TRACE almost ready to run circulation - checking hardware; organizing training. No access to acquisitions information; their new items show up once UW has catalogued them. Windsor will do some batch overnight searching of our authority records.

    Next Meeting: May

UW TRELLIS Pilots Group
LibPilots@uwaterloo.ca
July 26, 2005