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TRELLIS Pilots Group

UW TRELLIS Pilots Meeting

Minutes

May 3, 2000 - 1:30 p.m. - Porter 407

Present: Carolyn Dirks, Betty Graf, Alex McCulloch, Gail Sperling, Linda Teather (facilitator & recorder), Charles Woods

Absent: Anne Fullerton, Debbie Tytko

  1. UW Pilots revitalization
    1. Mandate
      The group agreed on the following mandate for the UW Pilots:
      • To monitor and coordinate TRELLIS upgrades and functional operations on the UW campus [i.e. all TRELLIS users at UW, including the federated and affiliated colleges, Optometry, Career Resources, TRACE]
      • To ensure that UW TRELLIS-related plans are compatible with TUG-wide plans and adhere to TUG standards
      • To communicate with UW Library staff and other UW units using TRELLIS on issues related to TRELLIS

    2. Meeting schedule

      The group agreed to meet monthly, if there is sufficient agenda, and more often if needed at times of high TRELLIS activity. The best meeting time for the members present was the first Thursday of the month at 9:30 a.m.

    3. Membership

      The following members of the implementation Pilots group have indicated they should remain on the group: Carolyn Dirks, Anne Fullerton, Betty Graf, Alex McCulloch, Gail Sperling, Linda Teather, Debbie Tytko, Charles Woods.

      The following have indicated they need no longer be members: Mark Haslett, Dave Kibble, Bill Oldfield, Susan Routliffe.

      Carl Nagel will remain a member and attend when agenda warrants and at upgrade times. Linda will discuss membership with Amos Lakos when he returns from vacation.

      Other areas identified where membership might be useful were: User Ed/Library instruction, additional supervisors from User Services, managers from the colleges and other units using TRELLIS. Also discussed was the addition of these managers to the distribution list for agendas and minutes, with the option of attending meetings.

      [Alex has since confirmed that Melanie Watkins will be his backup and that both Melanie and Sharon Lamont should receive the agendas and minutes and will attend when agenda warrants.]

      ACTION: Linda will follow up on this with Sam Steiner, Su Morton, Jayne Hayden, Verna Keller, and Jane Mitchell's replacement when appointed. Linda will also contact Susan Routliffe about User Ed representation.

    4. Communication

      Minutes and agendas will be distributed to the wider 'membership' list above. Members will forward them to others as appropriate (e.g. Alex to User Services managers).

      Concern about the need for cross-institutional vetting of changes being made in the way TRELLIS is used by any of the TUG partners was discussed. There is uncertainty about whether or not similar 'Pilots' groups exist at Guelph and Laurier and how information might be best communicated. The role of the Prototyping Team in reviewing all proposals for change to the way TRELLIS is used or displayed covers part of this function and monitoring this is also an Operational Management Group responsibility.

      ACTION: Linda will convey the UW Pilots mandate, etc., as well as minutes of meetings to Ellen Tom at Guelph and Don Hamilton at Laurier and request an exchange of reciprocal information from them.

  2. Summer issues
    1. 99.1 upgrade

      Evaluation of the 99.1 preview clients is almost complete. Remaining to be done is the assessment of the TUG-customized WebOPAC by the TUG PAC Group. Ralph Daehn has been contacted to look at the ERL/CSA hook-to-holdings functionality. Also remaining to be done is the TUG PAC Group's review of the new display terminology options and the TUG Cat Group's assessment of back-end files. 

      Charles Woods completed Endeavor's Certification 500 course in April and is now certified to manage software upgrades locally. This means we are no longer limited to the Monday-Thursday period for upgrades. The Operational Management Group is proposing an upgrade scenario which would take the system down at 6:00 p.m. on June 22nd for a full backup, then begin the upgrade on the Friday morning, with the index builds running through the weekend and the upgrade completed sometime the following Monday. Before the upgrade can be done, additional disk must be purchased and installed on the l1 server.

      It is expected that UW will move to the all-Web OPAC in-house first, date to be confirmed by the ISR Dept.

    2. Backup catalogue

      Don Hamilton's Web backup catalogue performed well during load and response time tests. By June it will be running on a more powerful PC at Laurier and it remains to be determined whether or not it will need to be mirrored at all three sites or will run only from Laurier. The url was announced to staff last week (http://abc.wlu.ca) and the TUG PAC group is working with Don on improvements to the interface.

    3. 2000.1 upgrade

      Voyager 2000.1 should go to beta testing this month and Endeavor's goal is for general release in July. Considering the work to be done with such a major new release (testing, training, customization option decisions, workstation upgrades, etc.) and Endeavor's past history meeting release targets, it's unlikely we will be ready to upgrade to 2000.1 in August. A more realistic date is probably late December.

    4. VUGM staff sessions

      The five TUG staff members who attended the Voyager User Group meeting will take a 'dog & pony' show to all three TUG campuses next week. Focus will be on general information and a taste of VUGM, with contact information for those wanting more detail.

    5. Jane Burke's visit

      Jane Burke will visit TUG on May 25th. Most of the day will be devoted to an information session for TUG library managers, the Prototyping Team, functional groups, etc. The location will be the ICR theatre (DC1302). An agenda is in preparation with Jane.

  3. Around-the-table functional updates

    Alex: Some final 99.1 circulation testing is being done by User Services.

    Carolyn: Noted that there have been few functional meetings lately and this can leave those in the small libraries feeling cut out of the information and communication loop. Reminded us all to remember these TRELLIS sites when discussing issues and considering changes.

    Also noted that St. Jerome's Library has been warned to expect increased use of public PCs when the first phase of the Student Information System goes live (beginning of the fall term?). Will this similarly affect other UW libraries?

    Betty: Most 99.1 testing has been done by Ruth Lamb. She has not found many changes but it is easier to get at some information than in 98.1. Subject authority loads are up-to-date (i.e. to March 2000) and all name files have been loaded to the end of 1999. Twelve files remain to be loaded. When the loads are completed, Betty will hold a training session for all cataloguers to review authority verification procedures and she will also invite a representative from Guelph and Laurier to sit in on the session.

    Charles: The keyword index regen is scheduled for this weekend. It should clean up the keyword index anomalies we're experiencing.

    Gail: Acquisitions year-end processing ran successfully last weekend [and Gail and the TUG Acquisitions managers present in Porter on Sunday initiated quick action to control water damage from a burst pipe, which would otherwise have gone undetected until Monday morning]. Debbie Tytko and Anne Unger have done 99.1 Acquisitions testing and have found a problem with serial check-in notes not popping up with the first check-in (not a big problem but something staff will have to be aware of).

  4. Next meeting

    Betty will call for agenda and facilitate the next meeting (June 1st) in Linda's absence.

UW TRELLIS Pilots Group
LibPilots@uwaterloo.ca
July 27, 2005