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TRELLIS Pilots Group

UW TRELLIS Pilots Meeting

Minutes

December 9, 2002 - 1:30-2:30 p.m.
Porter Library Room 428

Present: Lois Clifford, Carolyn Dirks, Betty Graf, Alex McCulloch, Patti Metzger, Dan Sich, Gail Sperling, Linda Teather (facilitator & recorder), Charles Woods

  1. Voyager 2001.1 upgrade plan
    In light of the recently announced Dec. 23 UW closure, Charles reported that plans for the Dec. 19-23 Voyager 2001.1 upgrade would be reviewed at the Dec. 10th TOMG meeting. Of primary concern is the level of IST support available on the weekend of Dec. 21-22. Wilfrid Laurier is also closed after Dec. 20th. The final confirmation of the system’s integrity and functionality would be done by Charles and the Guelph prototypers on the Monday morning. Other issues TOMG will assess are the results of the prototypers’ testing of the preview clients and the software distribution plan at each institution since the client upgrade on staff workstations is more complex than in previous upgrades.

    Alternative upgrade dates were considered. If December is not possible, Jan. 2-6 was preferred but the essential IST staff will not be available at that time. Since the backdating bug fix is a priority for TUG Circulation, the second weekend in January (Jan. 9-13) might be an acceptable fall-back date. Moving to an earlier date in December (e.g. start on Dec. 17th or 18th) would be difficult because exams do not end until Dec. 20th. The end of the Winter term would be acceptable if not for the backdating problem.

    Further discussion about the upgrade included the following:

    • Charles is working on the WebVoyage configuration with Dan Sich, TUG OPAC and others.
    • Charles is working with Betty Graf and TUG Cataloguing on the MARC tag tables.
    • Alex and TUG Circ are updating the circ.ini and circsc.ini files.
    • The deadline for completion of all updated 2001.1 configuration files is Friday, Dec. 13th.
    • Reporter will be turned off for the entire holiday period.

    [Note: At its Dec. 10th meeting, TOMG affirmed the upgrade plan and is proceeding with the Dec. 19-23 dates.]

  2. 2001.1 Prototyping results
    The testing results of the UW Prototypers were summarized:

    • Dan noted that the “saved searches” feature in WebVoyage is buggy and will not be implemented at this time.
    • Betty reported that Cataloguing is fine as long as the old Voyager font is re-installed.
    • Everything that Alex has seen so far is positive. “Pick and Scan” has tested well and should save staff time. The self-charge time-out bug [i.e. the self-charge session did not time out if a patron logged on but did not charge anything] has been fixed, as has the backdating bug. Alex will try to confirm that the desktop interface created by Kevin for the Circ Desk PCs will be compatible with 2001.1. The patron’s ability to view accrued fines will be tested after the upgrade.
    • Debbie described Acquisitions problems at our October meeting.
    • Charles confirmed that the ODBC drivers are unchanged. Gail and Bill Halahan have updated the Reporter Access .mdb and .cfg files.

    Prototypers have found no functional red flags that would cause the upgrade to be postponed.

  3. WebVoyage 2001.1
    Dan has worked with a group of fourteen people from ISR and the Colleges to evaluate the new WebVoyage features and provide input to the TUG OPAC group's decisions about implementation. "Bookbag" and "Combining Searches" will be implemented. "Search Preferences" and "Saved Searches" will not be implemented at this time. Another new feature on WebVoyage is the ability to locally configure additional "Save" formats, including EndNote Citation.

    Dan demonstrated the new Web Voyage features.

    Dan referred the group to the PR page that describes the new features and links to the prototype.

    The TUG OPAC group is considering changing the main TRELLIS search page to compress the Help information and place it near the top of the page. This would not be for Dec. 23rd but might be implemented later. A prototype is available. Dan welcomes our comments.

    Charles reported that a broader topic of WebVoyage revitalization will be tabled at TOMG and, if this goes ahead, TUG OPAC would be a major player. This might include the introduction of features such as style sheets and pop-up boxes.

  4. Next meeting
    The next meeting was tentatively scheduled for February, unless issues arising warrant an earlier meeting. Linda will confirm the date in January.

    Future agenda topics: TRELLIS upgrade post mortem, VDX ILL demo (Alex), Reports (Linda & Gail)

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