Voyager System Test-Load Adminstration Setup

Last Updated: December 12, 1997

Order of Setup:

Systems-administration table setup is centred around these major data-conversion events for the full-test load:

Bibliographic-Holdings Load, including Reserves
Patron Load
Transaction Load
Vendor Load

Staff involved in entry should record start and stop times for entry so timing for each element is established

Pre-Bibliographic-Holdings Load Activity

Submission of finalized Location/Material-type Excel table to Voyager
Completion of Mockup in spreadsheets and worksheets
Distribution of client-side configuration files

tagtables
OPACCFG
Voyager.ini

Post-Bibliographic-Holdings Load Activity

This could commence as soon as Monday, December 15.

8:30 am

sign on by C. Woods as SysAdmin
entry of account "wcwoods" in operator file and Master file
sign off from SysAdmin with Sysadmin id
sign on by C. Woods as "wcwoods"
C. Woods: entry of accounts for Sysadmin entry for System-wide and Cataloguing Functions

Barb Bennett, Betty Graf, Brooke Skelton, Lois Clifford, Nancy Heimpel (Cat entry)
Linda Teather (Sys-Wide entry)

C. Woods: entry of accounts above in Master Profile
C. Woods: entry of Owning Libraries table and location allocation
C. Woods: enter print locations

8:45

B. Graf; B. Bennett, B. Skelton: Entry of Operators for Cataloguing

likely only 5-10 operators for each institution at this time

9:00-12:00

B. Graf: enter happening locations for Cataloguing
B. Graf: entry of Cataloguing Profiles
B. Graf: entry of Cataloguing Policy Groups, including Import/Replace Profiles

question: turn all modify-ability OFF for a few hours as data-integrity checks done?

C. Woods: entry of Search Configuration

Search Definitions
Composite Definitions
Keyword Searches
Field Weighting

L. Teather: entry of Display /spine label names for UW
L. Edwards: entry of Display/spine-label names for UG
B. Skelton: entry of Display/spine-label names for WLU
L. Teather: item-type long names

Remainder of the day allocated to Data Evaluation ?

Pre-Patron Load Activity

none at this time that is not included in the post B-H list above

Post-Patron, Pre-Charge-transaction Activity

This could commence Tuesday, December 16 at 8:30am, but whenever the patron files are finished loading....

8:30

C. Woods: entry of TUG-Circ Sys Admin staff in Operator Profiles

Donna Sartori, Heather Martin, Barb Bennet of UG
Nancy Heimpel, Alex McCulloch of UW
Vera Fesnak & Heather Hergott

C. Woods: entry of circ operators above into Master Profile
C. Woods: entry of "Miscellaneous" table

8:45

TUG- Circ Group begins entry of Circ Sys Admin.
The order of entry below is recommended. This is by far the largest section of entry; it may run for more than 1 day.

enter Circ happening locations
enter Circulation Calendars
enter Circulation operators

only a few (prototype team and Circ functional grp members?)

Entry of Circulation Profiles

all modify-abilities in profile groups MUST MUST MUST be turned OFF

Entry of Circulation Policy Groups: TUG Circ
Entry of Circulation Policy Matrix Groups: TUG Circ
Entry of Patron Group Long names
Entry of Item statistical categories info
Entry of Fine/Fee reasons

Evaluation online of the Patron Load can begin. Allocate 4 hours?

Post-Charges Load

Activate modify abilities in the appropriate circulation profile groups.

Post-Vendor Load Activity: TUG ACQ

This could begin Wednesday, December 17.

8:30am

C. Woods: entry of TUG-ACQ Sys Admin staff in Operator Profiles

Linda Da Maren, Gail Sperling, Debby Tytko, Linda Cracknell

C. Woods: entry of acq operators above into Master Profile

8:45-12:00?

Acq happening locations
Acq operators
Acq profile groups
Acq Policy groups
Vendor Reports (Gail only)
Vendor Types (Gail only)
Fiscal Periods
Base Currency
Fund Types
Mark Reasons (Gail only)
Adjust Reason (Gail only)
Fund Ledgers (within the Acquisitions Module)