Michele Newberry's Message to FCLLIST and LIBOPAC-L on December 21, 2006
Aleph v.18 Status and Endeca

NOTE:  The message below indicates that there was an attachment, but there was not. However, the text at the bottom represents the content of the document that was originally intended to be an attachment. (Verified with Michele Newberry on 1/4/2007).

Date:         Thu, 21 Dec 2006 18:45:04 -0500
Sender:       FCLA Communications <FCLLIST@LISTS.UFL.EDU>
From:         Michele Newberry <fclmin@CNS.UFL.EDU>
Subject:      Aleph v.18 Status and Endeca
Comments: cc: State University Libraries OPAC Interface Discussions

The attached message was sent to the CSUL committee and subcommittee chairs. It quotes from the draft minutes of the CSUL meeting in early December. To further elaborate on the situation and provide more background, here is the situation regarding Aleph V.18 and Endeca:

Aleph V.18 Status

1. In the summer of 2007, FCLA will begin the process of upgrading each of the 11 SUL Aleph instances from v.15.5 to v.18. This process involves taking every database through 3 upgrade processes: 15.5 -16, 16-17 and 17-18. We will do them in the order in which the universities migrated to Aleph, i.e., STP order. The upgrades will proceed until they are completed even if that requires continuing into the Fall term.

2. You will all be involved in the process either through configuration tables testing, reports and batch jobs testing, training (giving or getting) or some combination of all three. There will be more to come on this subject.

3. The plan is to get all of you onto v.18 with no loss of functionality and to not put new Aleph functionality testing and decision-making in the critical path. New functionality will be brought up over time once we have everyone up on the new version.

4. FCLA turned over to the LMS Project Coordinators access to v.18 documentation and three recorded sessions to introduce you to the new GUI clients on Dec. 1. Go to http://www.fcla.edu/libraryservices/index.html and click on the link to the Upgrade Express Blog to see that information. You can also start looking at the recordings and reading the documentation especially if you are at work next week with little to do. ;-)

5. FCLA's original plan had been to begin the upgrades in early May and complete them before the Fall term. The CSUL decision described in the attached message resulted in the need for a plan for Endeca.


ENDECA Status

The v.18 Aleph OPAC will not be identical to v.15.5 largely because the customized javascript FCLA did for 15.5 doesn't upgrade and FCLA is not going to re-write it. This will mean that the Aleph OPAC will change once the university is upgraded which, for some, could be near the beginning of or in the middle of Fall term. For this reason, the CSUL decided to make Endeca the primary user interface. As such, this requires an implementation plan that gives library staff a relatively stable Endeca interface early enough to develop training materials. The plan:

1. The Union Catalog will be opened up to a users as a "prototype" early in the Spring term to get feedback on functionality, the interface and system performance.

2. Staff feedback will be collected by and prioritized by the OPAC Subcommittee which will work with FCLA to implement the needed changes.  Thought is being given to incorporating usability testing into this feedback process.

3. Individual institution catalogs will continue in development through the Spring term with the goal of having them available to users in a "soft" rollout about the beginning of Summer term.

4. By Fall 2007, Endeca should be ready to go fully live as the primary user interface with the Aleph OPAC utilized as an alternative.

Happy Holidays everyone!

-- Michele

-------- Original Message --------
The CSUL took the following action on PSPC issues --

/Report accepted after discussion of specific issues:/

/1. //ALEPH Upgrade schedule – there is a conflict between the needs of acquisitions to have a stable system through the end of the fiscal year and the desire of public services to have a stable OPAC during the Fall term. After much discussion of the implications of the situation and the unlikelihood that all 11 Aleph instances could be upgraded between July
1 and mid-August 2007, it was decided that the upgrades would not begin until after July 1 and would continue into the Fall term until they were all completed. To minimize the impact on public services, the individual Endeca OPACs would be made available to the staff by early 2007 and to the public by the start of Summer term so that staff can develop their training materials. To facilitate this process, an open website, swiki or blog should be utilized so that all information can be made available to the OPAC Subcommittee and all other interested parties. /

/ /

/Jim reminded the Directors that the Aleph table configuration testing and revisions were key to getting the upgrades started in July so library staff need to be ready to get involved with well before July 1./


--
PLEASE NOTE ADDRESS CHANGE
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Michele Newberry        Assistant Director for Library Services
Florida Center for Library Automation              352-392-9020
5830 NW 39th Avenue                          352-392-9185 (fax)
Gainesville, FL  32606                       fclmin@cns.ufl.edu
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