Vendor to Open Source ILS in 1 Month #2 - Thu May 29

Our Project Planning Document

Yea right - like how many people who know me think we actually have a planning document? Here is the e-mail that went out on May 24th to get things rolling:

Hi all - here is Grant and my first kick at creating a list of high-level tasks for the Evergreen migration and people who we are suggesting move them forward. The goal here is to identify 1 staff member who will focus on one or more issues and communicate with Grant/Equinox on requirements/issues/etc. The 1st name is the one we are suggesting take the lead and work with other staff (some listed here, but will undoubtedly include others) to make sure these are covered. In other words, that person does not need to do it all, but they need to make sure we are on track and any flags are raised. In two cases I have 2 names 1st as a reflection of staff that are away for part of the migration. Let me know if this is OK, if we've missed something or if you think there should be some changes. I will assume this is good to go by the end of the day Monday if I don't hear otherwise. I will then transfer this to a Wiki page so we can keep the notes up-to-date and a running tally of where things are. This assumes that we will have our production server up and running for Friday June 6 so that we have basic OPAC, cataloguing and circulation functions up and running. Some of the "non-critical" elements will receive focus after this. I'll let you know when the BBQ and celebration will be :-) Mark

Cataloging/OPAC

• Bib data testing and QA (All formats; 852, 866, 590, 690 - MARC Holdings, Summary Holdings). [Dawn Hooper/Louise - David, Simon, Dale, Joy]
• Create additional "cataloging" templates in openerf-core.xml [Dale - Judy, Chris M, Louise, Paul]
• Export/Import Bib Records - [Grant - Dan]
• Export/Import Authority records - [Grant - Equinox]
• Display of MARC fields in the OPAC in an appropriate/readable format - [David - Simon, Norine, Paul, Judy, Dale]
• My Account Testing and configuration - [James - Chris M., Suzanne, Leo]
• Skinning of OPAC - [Chris B. - Grant, Cindy]
• Integration with existing and new Drupal websites - [Cindy - Dawn Hooper, Betty]
• Integration of OPAC with Link Resolver output - [Grant - Gerry, Cathy]
• Updating integration with Moodle - [Betty - Paul]
• Updating integration with SingleSearch - [Dawn Hooper - Grant]

Circ / Patron

• Export/Import Patron records - [Grant - Dan, Mike, Peggi]
• Migrating historical transaction data - [Grant - Dan, Equinox]
• Patron/Transaction Data tested and cleaned-up - [Peggi - Grant, Mike, Dan, Cathy, Gordie]
• Circ rules / by profile - [Chris M - Grant, Paul, Peggi, Wendy]
• Modify State/Zip to Province/Postal code - [Grant - Brandon, Paul]
• Create and test overdue notices - [Wendy - Peggi, Gordie]

Other

• Spine Label printing - [Judy - Peter]
• Reserves migration to Evergreen and Fedora - [Chris M - Paul, Chris B., Mark]
• Permissions for Staff and Patrons - [Grant - Paul, Cathy, Leo]
• Organizational Hierarchy and rules - [Grant - Paul, Equinox]
• Installation of RAM and new Switch in Dell IslandPines - [Charles - Grant, Jerrad]
• Decommissioning old Sirsi server - [Grant - Mark]
• Installation of Staff Clients - [Jerrad/Grant - All]
• Documentation of Dell server/iSCSI configuration and backup - [Charles - Jerrad, Grant]
• Z39.50 Target for ILL - [Dawn Hayes - Dawn Hooper, Grant]
• Add Z39.50 Targets for cataloging - [Dale - Judy, Louise]
• Update links/integration with RELAIS - [Dawn Hayes - Jerrad, Grant, Paul]
• Training on Staff client - [Cathy - Mark, Dawn Hooper]
• Support and implementation assistance - [Equinox - Mark, Grant]
• Updating documentation, handouts, pathfinders - [Cathy - Betty, Dorothy]
• Communication and PR - [Suzanne - Dorothy, Mark]