Migration Group Minutes
September 11, 2003
September 11, 2003
Subset Load 4
Betsy reported that Subset Load 4 was released for data review on September 8 accompanied by a Subset Overview document. After a slight delay in getting the client ready for download, the review was underway by September 9. The deadline for problem report submissions to FCLA is September 19.
Betsy assigned a group of twelve catalogers specific cataloging problems and issues to review. After two days of review, committee members noted the following problems/concerns:
- 111 and 711 tags are not included in AUT index
- 956 did not migrate to 856 and, as a result, is not in URL index
- MeSH authorities were overlaid by matching LC authorities
- Suppressed records and copies display in Web OPAC
- Ampersand is not searchable when replaced by a space
- Initial articles are not always ignored in indexing
- 130 displays both as Uniform Title and Author
- Web OPAC terminology is not as descriptive as desired (e.g., Term on authority records)
Barbara announced that the CM Support Unit finished reviewing their 9XX tagged records and found no problems with migration.
Jean explained that she and Rich have been in communication with FCLA about the migration of the Law Librarys unlinked item records. The UD unlinked item records are included in the Subset Load 4 review.
Betsy circulated a spreadsheet with the list of problems reported to date via the Test Data Load Review Report Form.
Charles reported that the Acquisitions reviewers are in the process of identifying issues to report to FCLA, including those having to do with criteria for standing orders versus serials and the configuration of pull-down menus. Related to this, Rich announced that Daniel had sent him a document re. client configuration, which he will forward. [sent to RS Migration Group on 9/16/03]
Rich explained that the upgrade of UFProd to 15.5.1 was scheduled to begin September 8. The data extraction for the test Full Load 2 is supposed to begin October 1 followed by a Full Load 2 data review in November-December. Full Load 2 is expected to be the last test full load before STP. Depending on the need, there may more subset loads.
One more patch needs be installed, which will make 15.5.2 the version in place at STP. It is expected that the Test server will be upgraded to 15.5.2 in October-November and the Production server in December.
Item Processing Statuses
Betsy referred group members to a document circulated prior to the meeting regarding various code standards, including Patron Statuses, Patron ID types, Item Statuses, and Item Processing Statuses:
CCLA - FCLA Code Standards (Excel Spreadsheet)
Betsy explained that the Item Processing Statuses are in development. Group members are encouraged to give input concerning the proposed categories keeping in mind that the goal is to have categories that support the smooth transition of material through the system. The successful local application of the Item Processing Statuses will require a common understanding among staff as to the meaning of the categories and how reports can be generated to identify problems.
Item Processing Statuses are the mechanism for informing patrons that items are at various stages of availability. It is possible that use of the statuses will eliminate the need for catalogers to charge material.
The statuses related to Binding and Preservation need to be analyzed, especially in light of any decisions regarding the use of pseudo-patron records.
Both the Acquisitions and Cataloging training groups are regrouping after a summer hiatus prompted by the need for further development of the GUI client.
Naomi announced that Jane Anne Carey replaced David Allerton on the Cataloging Trainers Group. This announcement led to a brief discussion regarding the type of documentation we will provide staff. While training group members need the full complement of training documentation, it is expected that something much less voluminous will be distributed to the general staff. The training groups will need to address this issue.
Rich confirmed that the plan is to offer Aleph 101 refresher courses for interested staff as well as an advanced searching session. After the Web OPAC is stable, training sessions will introduce staff to the Web interface.
Martha suggested that we begin to put in place a class schedule with class descriptions. The loss of the electronic classroom in Library West (Rm 148) may impact the Aleph training facility (MSL L308). Investigations are underway to determine if the MSL Conference Room (MSL L107) can accommodate a large number of workstations without undue cost. One of the key factors is whether or not the room would have sufficient air conditioning capacity after the workstations are installed. The outcome of those deliberations could lead to the Aleph training sessions being held in MSL L107. It is also possible MSL L308 might need to be used for Aleph training as well as bibliographic instruction sessions.
University of Minnesota visit
Cathy spoke about her recent visit to the University of Minnesota where she met with Fariha Grieme, Serials Acquisitions Coordinator. UMinn created their publication patterns manually over a six month period. According to the UMinn Library Web site, they have 45,000 serial subscriptions, approximately twice the number at UF. UMinn reports that predictive check-in is working well.
Cathy circulated three UMinn Aleph training manuals: Serials Ordering, Serials Receipting including Binding, and Serials Acquisitions Maintenance. UMinn uses both pseudo-patrons and Item Processing Statuses for binding purposes and finds that one year after migration their binding workflow is still not as efficient as it was with NOTIS.
Rich and others commented that FCLA is making progress with loading UF's serial subscription patterns, but are having to deal with the problem of Aleph loading only the first or last pattern when there is a group of patterns associated with a title. A review of UF's patterns is scheduled for late September.
Jimmie reported that the CatME Circle is continuing to investigate how CatME can be utilized in the cataloging workflow. The plan is to begin to move some of our processes to CatME during the fall.
The next meeting is scheduled for Thursday, October 30, 10:00-11:30am, Library East Conference Room.
- Complete Subset Load 4 review (All)
- Give input on client configuration (All)
- Develop training curriculums (training groups)
- Review publication pattern load (Michele, Naomi, etc.)
Prepared by: Betsy Simpson
Last updated: October 16, 2003