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TRELLIS Pilots Group

UW TRELLIS Pilots Meeting

Minutes

November 13, 2000 - 2:00-3:30 pm
Porter Conference Room

Present: Deb Addesso, Betty Graf, Alex McCulloch, Patti Metzger, Dan Sich, Gail Sperling, Linda Teather (Facilitator), Debbie Tytko (Recorder), Charles Woods

  1. Volunteer to record
    Debbie Tytko volunteered to record the minutes.

  2. Additional Agenda
    Self Registration Help Page - Alex McCulloch

  3. TOMG Update
    TOMG have been dealing with some major issues recently.  These issues are:

    Trellis upgrade scheduled for December 14th - 18th, 2000

    • Linda reported that everything is on schedule for the upcoming TRELLIS upgrade.
    • Software issue with Voyager 2000.1: Reporter needs Access 2000.

    Server balancing to monitor load
    • A planned split of WebVoyage to spread the server load is going well.
    • Wilfrid Laurier continues to experience severe network connectivity problems. Seems to be a Laurier campus problem.

    Cost Sharing
    • TOMG has been reviewing the cost sharing formula for TUG services and has reached agreement on the future cost sharing measures to be recommended to the University Librarians.

    Budget Proposal for 2001/02 fiscal year
    • TOMG continues to work on a budget proposal for 2001/02 for the Steering Committee. The proposal is due mid December 2000.

  4. Evaluation of 2000.1 Preview Clients
    Acquisitions Report
    • Most aspects of Acquisitions have been tested.
    • No real showstoppers.
    • At present, Acquisitions Functional Group members are noticing that the preview software is VERY buggy.
    • Invoicing problem has been reported to Endeavor and they are working on a patch to the production system to incorporate the changes we have requested.
    • Training scheduled for December 12 and 13, 2000 (12th - Guelph, 13th - Waterloo).

    Cataloguing
    • Hasn't changed much - just looks different.
    • All fixed fields expand more than you may want them to.
    • Can now see Acquisitions records from Cataloguing module.
    • Betty has not looked at the tag tables yet.
    • New Acquisitions profile will need to be created in Acquisitions for Cataloguing staff to be able to view Acquisitions data. Should be made in week of December 18th

    Circulation
    • Not much different functionally, just visually.
    • Content is the same.
    • Session preferences are now retained from one session to the next - must remember that session preferences are for one specific PC and do not move with you if you sign onto another PC.

    Reserves
    • Seems buggy.

    Routing Slips
    • No known changes, but Alex will confirm.

    OPAC
    TUG OPAC members are asking for input on two questions:  
    • Resolution at public workstations - current resolution is 800 X 600 pixels. This resolution does not allow the entire OPAC screen to be displayed at a time, you must scroll across the page to see some of the information. OPAC members would like to change the resolution on the public workstations to 1024 X 728 pixels, which will allow the entire screen to be visible.

    • TUG OPAC is also considering removing the Introduction to TRELLIS Catalogues page from the web. A person using the catalogue would then be taken directly to the search page. The Limits option would be moved from the Introduction to TRELLIS Catalogues page and put somewhere on the search page.  The main advantage of removing this page is that the user gets to the search page faster.

      ACTION: Dan Sich asked that members send comments on these changes to him by Friday, November 17th, 2000.

    • TUGOPAC is also looking at what to do with all the customized help screens
      • do we go along with the vanilla version available, or do we customize these pages? Customization of these screens will involve a fair amount of work.

  5. Self Registration Page
    • New form on the University of Waterloo Library home page under What's New entitled Self Registration.
    • This form is there to receive three additional pieces of information that we aren't receiving from the Registrar's Office: 1) Barcode number, 2) User email, 3) Name release.
    • This form can be used by the Colleges as well.

  6. Short Term Loans
    • New request type designed for material which cannot be loaned for more than one day.
    • Allows patron to place hold on an item for a specific hour of the day.
    • St. Jerome's would like to use this request type in a small pilot for video bookings sometime in January 2001.
    • The request is enabled by patron group, but restricted by items with a policy group.
    • Few things still remain to be tested.
    • Other libraries may be interested in this feature in the future.

  7. E-Reserves Update
    • There are still some hardware issues outstanding. Carl has ordered some of the necessary parts, but they have not arrived yet.
    • Alex needs to know how to reduce file sizes, since some of the Instructors could submit files of 100 megabytes or larger.
    • He will need to think this through with some Systems people.

  8. GLUGM Update
    Charles and Debbie commented on their attendance at GLUGM. Overall, the experience was a good one, with many worthwhile sessions offered. Full reports from GLUGM are available from Linda Teather, Debbie Tytko or Charles Woods.

  9. Other
    EDI with Finance
    • Gail and Debbie both spoke about the success of the EDI Finance/Library Project, which went live November 6th, 2000.
    • As a result of the EDI Finance/Library project, staff of the Library Acquisitions Unit are using impromptu web reports created by IST for invoicing, vendor searches.

    TRACE
    • Linda reported that she is continuing to work with TRACE. They have been successful in mocking up both WebVoyage and Self Charge on one public workstation.
    • Dave Kibble continues to work with TRACE regarding hardware requirements.

    Renison College
    • Linda reported that Lois Clifford has been looking at self charge as an option for use when she is out of the library.  She has decided not to use it at this time.
UW TRELLIS Pilots Group
LibPilots@uwaterloo.ca
July 27, 2005