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TRELLIS Pilots Group

UW TRELLIS Pilots Meeting

Minutes

August 20, 2001 - 2:00-3:15 p.m.
Davis Library Conference Room

Present: Lois Clifford, Carolyn Dirks, Ruth Lamb (for Betty Graf), Alex McCulloch, Darlene Radicioni (for Verna Keller), Dan Sich, Gail Sperling, Linda Teather (facilitator & recorder), Debbie Tytko, Charles Woods

  1. Volunteer to record
    Linda volunteered to record.

  2. Voyager 2000.1.3 upgrade: status reports, outstanding issues, to do's

    2.1 TRELLIS System Administrator
    Charles reported that the upgrade went well and was completed in a shorter time than last year. There are some bug reports to follow up on and some new local configuration options to investigate with the TUG OPAC group. WebAdmin software will be installed on the TRELLIS server to enable local functional system managers to run batch jobs via a web interface. The training system is being set up and, since configuration and database content can now be carried over from one upgrade to another, the Prototyping Team will need to establish rules for use for the training system. NetMeeting should be installed for all TUG Prototypers to explore its effectiveness in communication and problem solving.

    2.2 TRELLIS Operational Management Group
    Charles noted that TOMG meeting summaries are sent to the tugstaff-l list after each meeting. Topics under discussion recently include options for server replacement in the coming year and WLU's network/response time problems (which will be addressed by increasing WLU's bandwidth by 60% in Sept.). Charles also noted that UW's CNAG (Campus Network Advisory Group) is considering limiting access to multimedia sites which are generating excessive traffic.

    2.3 Acquisitions
    Debbie reported that there are a large number of bugs in Acquisitions which she and the TUG Acquisitions group will be writing up as bugs or DLoFs (Dreaded Loss of Functionality), as appropriate, for submission to Endeavor Support via the Prototyping Team. Most staff are using the basic functionality of the new software with comfort but processes are taking longer to perform. Owning library is not displayed in Acquisitions and staff must search via the Cataloguing client for this information. (Charles will check for config options to control this.) During the upgrade all "do not claim" statuses were converted to "claim" and this is causing problems. Cancellations are taking an extremely long time to process and the work-around TUG developed does not work for titles with non-predictive patterns. The TUG Acquisitions group and TOMG are trying to arrange to have an Acquisitions trainer from Endeavor here for two days the week of Sept. 10th [it was subsequently learned that a trainer could not be available until later in the Fall and the training plan may be dropped].

    Gail reported that she has been working with Endeavor to clean up a fund code problem and a new acqsvr was installed on Thursday night to prevent the problem occurring again.

    2.4 Cataloguing
    Ruth and others described some problems in the Cataloguing client. Fixed fields are improved somewhat but still look peculiar. Connecting to remote sites requires more steps and is accessed differently in 20001.3. Charles is working with Betty to resolve problems with server connections malfunctions to U.S. sites and to eliminate inconsistencies in Z39.50 attribute definitions. Some cataloguers are having problems with flickering screens and the fix recommended by Endeavor of installing an additional font is being tested on a few PCs, with varying effect. Approximately 2000 'bad' UW records were detected during the upgrade and Cataloguing will be addressing these. New capabilities to be investigated include BatchCat processes (e.g. batch location changes) and OPAC forms.

    2.5 Circulation
    Alex reported that there is little new functionality in Circulation but the look is different. A significant loss of functionality relates to the ability to backdate. This has been reported to Endeavor and Gail has written a report to identify fines assessed unfairly because of backdating. A problem with St. Jerome's and Conrad Grebel calendars not accepting updates has been reported to Endeavor. Offline charge was used by Porter and Davis during the upgrade downtime and the upload from the new clients worked well.

    2.6 OPAC
    Dan reported that most things are working well in the OPAC and that positive comments have been received from staff and patrons. The TUG OPAC group will be reviewing some decisions and investigating outstanding problems. There is a problem with due date display on the titles list and this feature has been turned off. The decision to offer both a full and brief display will be reviewed and TUG OPAC may recommend reverting to a full display only. The 'sort by' feature on the titles list is not working as expected and requires further evaluation. There is a time-out problem when a search appears stalled and the user goes to the 'exit' page. Relevancy rankings now display on the titles page.

    Dan and Anne conducted a training session for ISR staff on August 8 and have another session scheduled for September 5, 10:30, in Porter 428. Pilots are welcome to attend if space permits. Anyone interested in attending should contact Dan.

    2.7 Reports
    Gail reported that the catalogues have changed to reflect underlying table changes. She has updated and distributed revised catalogues and asked that Pilots contact her if they encounter problems running reports. Notices seem to be running well. The Porter User Services 'reports' station is restored to full functionality for reports and notices since the Voyager upgrade.

    2.8 Affiliated Libraries
    Affiliated library Pilots agreed that the communication processes during the upgrade worked well. Linda will review the membership of the tugstaff-l list with the affiliated library reps to ensure coverage is current.

    Renison: Lois has noticed a change in date display format on her PCs and on charge slips. Since this has not been reported from any other site, she will check the workstation regional settings for date format. The new Voyager clients are working on the Renison stand-alone PCs but not on the Polaris station. Lois will follow up on this with her systems support and Polaris contacts.

    St. Jerome's: Carolyn will be examining the upgraded short loan functionality for potential application at St. Jerome's.

  3. Patron updates from the new Student Administration system
    The Library is still awaiting a test file of data from the new Student Administration system and time is getting very short to have this interface tested and working for beginning of term. Alex will follow up on this with Vivienne Ballantyne in IST. If a test file is received during the week of August 27, Charles will try to load it on TRELLIS in Gail's absence.

    If the SISP/TRELLIS loader is not ready for the beginning of term, User Services staff will have to manually create new patron records and the self-registration form on TRELLIS might have to be deactivated. Alex' assessment of the situation is that the manual process will be manageable in Davis and Porter, except at busy desk times. In the affiliated libraries, only full-time staff do patron registration and this may be problem.

  4. Round-the-table: other TRELLIS issues
    Debbie will be giving an Acquisitions demo for ISR and Information Desk staff on Sept. 7th at 11:00 a.m. in Porter 428. Pilots are welcome to attend if space permits. Anyone interested in attending should contact Debbie.

    Since the upgrade, the only way to access the ASCII OPAC from the UW Library home page is via the "TRELLIS Help" page. Dan will discuss the need to add a link to the UW Library page with Esther Millar and Linda Hastings.

    Linda distributed copies of the release notes for Voyager 2001.1. Additional copies are available on Endeavor's SupportWeb or from Linda.

  5. Next meeting
    The next Pilots meeting was tentatively scheduled for Monday, October 1st, 2:00 p.m. Linda will call for agenda and confirm the meeting in late September.
UW TRELLIS Pilots Group
LibPilots@uwaterloo.ca
July 26, 2005