222A Hesburgh Library, 3:30-4:30pm

Present:Lisa, Justin, Kitty, Tom, Mary, Tracey, Nastia, Andy, Aaron, Leigh, Kevin

Aleph 22 Recap

• Upgrade was done
• Issues with highlighting fields and copy/paste in the catalog GUI
• Have seen some problems with call slips, but appears to pre-date upgrade to Aleph 22.
  • Could we cron a report of items with outstanding holds? Especially for items in process
• No reports of speed issues.
• Excel ready reports are ready.
• Test server:
  • aleph2.library.nd.edu
  • Can install from control panel (NDU)
  • For MALCs should be in Google folder

Aleph 22 Minor Release

•  Aleph 22.1 has been released
• Should correct the ‘Correct Headings’ function
• Also has feature for opening report in a browser (to allow copy/paste)
• Will post release notes and discuss time frame at next meeting.

Rome Library

• Production Koha is up and running
• Still trying to get list of patrons to load
• Waiting for OK from Jennifer to purge records in Aleph

Law Library Update

• Planning report to the Law School this spring
• Technical needs
  • EDI Ordering
  • Banner invoicing
  • Batch record loading
• Time frame: Sept. 2015-June 2017
• Fully separate database: xxx01, xxx10, xxx50, xxx60
• Issue: Local training
  • May be helpful to have some MALC staff involved in training
  • Question: how many staff does Law have?

Annex

• Inventory system is progressing with contract programmer
• We have been collecting condition info, will ingest into Aleph, internal note field. If there is an existing note, the conditions will be pre-pended.
• Will do size study for plannogram and tray ordering.
• Visited Western Michigan and will visit Northwestern

Present: Justin, Kitty, Nastia, Leigh, Tom, Mary, Tracey, Aaron

Aleph Upgrade

• Tom will bring Aleph 20 down on Saturday Morning
  • This will allow Friday night backups to run
• Should be mostly done on Saturday
• Monitors will shut self-check down 11pm Friday and place signs
• Service desk open 12-5 Saturday (off-line loans)
• No service desk on Sunday, building is open
• Monday Plans
  • Old server will be ‘down’ but accessible
  • Work may begin, but keep track in case work needs to be re-done
  • Upload offline circ
  • Verify Aleph 22 is functional
    • Circ
    • Acquisitions
    • Cataloging
  • Send “all-clear” message to ULON and Aleph 22
  • Turn on self-check machines
• New client is available now on control panel Add/Remove programs
• aleph1.library.nd.edu will be the production server
• alephprod.library.nd.edu will be redirected to new server
• Reviewed docuement with upgrade information
  • Will add connexion information

InterMALC Delivery

• Bring Aleph 22 with requests set to OFF in tab15
• Activate requests on Jan. 5
• Add banner to Primo indicating that Requests will be unavailable during break.

222A Hesburgh Library, 3:30-4:30pm

Present: Tracey, Kitty, Justin, Andy, Robert, Mary, Tom, Kevin, Clara

Aleph 22 Testing

• Cataloging/Items functions: no problems
• Serial publication patterns work as the do in Aleph 20
• Loading records is easier, but indexing is very slow.
• Basic cataloging functionality: did not find problems other than correct headings functionality.
• Need to settle on font.ini settings
  • Max font size is 17
• New setting in catalog.ini for which menu comes up on right-click
• Alephcom.ini new print type
• Connexion: export, overlay works
• SMC: acquisitions seems ok
• SMC tested reports — ok
• SMC will test batch loading
• Labeling is fine
• BC: tested cataloging, serials, circ. OK
• BC: tested email notices
• Circulation: nothing coming up for a no-go
• Set up issues — need to put in workstation ID
• Need to test notices
• Need to test holds, recalls
• Have tested doc del request. Need to test printing.
• Need to test intermalc
• Need to test OPAC via Primo
• Need to test self-check

New Functionality

• Link to RDA toolkit works
• Need to test multiple items in order loader

Cut over weekend

• Discussion of whether to bring up self-check on Sunday or,
• Use off-line circ in GUI
• Use Google Docs to record “paper” loans

248 Hesburgh Library, 3:30-4:30pm

Present: Leigh, Kitty, Lisa, Mary, Aaron, Justin, Nastia, Tom, Robert, Clara, Andy, Kevin

Aleph 22 Upgrade

• Let Justin know if you have any issues with the client
• Mary reported problems with fonts — using production font.ini does not fix problem.
• Copying scripts from production
  • Spreadsheet in google docs folder
• New report print client does not allow copy/paste
  • newprinttype=Y
  • change to newprinttype=N

Law Library Integration

•  In discussion to migrate
• Concerns
  • Do we have time
  • Budget separation
  • Duplicate bibs

Annex Update

• IMS meeting next week
• Started barcoding monographs & serials in lower-level
  • Practice barcoding to work out procedures
  • Posted position description for temporary staff
  • Have found overwhelming amount of problems
• Plan is to hire a moving company to pull & move collections in the spring
• This week a number of people from the library will tour the facility
• Have started meeting with Architecture firm that will be remodeling facility
• Facility shared with Archives, Snite, Film television theater, possibly Law

222A Hesburgh Library, 3:30-4:30pm

Present: Leigh, Justin, Kitty, Tom, Lisa, Tracey, Mary, Aaron

Annex Update

•  Hoped to start moving items in mid-April
• 10th Floor renovation begins in summer (immediately after graduation?)
• Prep work beginning ASAP
  • Identifying
  • Barcoding
• In process of getting quotes from a moving company
• Have been in contact with a company re. inventory management

Tantur Update

• Deleting HOL records deleted many of the attached bibs
• Tried deleting LKR from HOL first, to break link to bib, which seemed to work.
• Will run full process on Paul next week prior to running in production.

Aleph 22 Upgrade

• Server is ready to go
  • Virtual server, so can expand more easily
  • Installed software
  • Ran upgrade against tables
  • Justin has made first round on tweaks on tables
  • Updated data from Paul
• To do on servers
  • Update scripts
  • Old reports
  • Authentication
  • Authorities processing
• Client
  • Client package has been built
  • Client is available in Google drive in the Aleph22 folder
  • ndu-d installer will put the client on your D drive
  • run setup.exe
• Cut over
  • export, import, index, perhaps 18 hours

248 Hesburgh Library, 10:00-11:00 am

Present: Leigh, Kitty, Nastia, Justin, Mary, Lisa

Aleph 22 Upgrade

• Servers have been installed.
• Have done test upgrade express
• Concentrating on file cleanup on Aleph 20.
  • After cleanup, will capture config files for upgrade express and put in v.22
  • Once file changes are captured, any configuration changes needed in prod will have to be duplicated manually in v.22.
• Still need to build the client
  • Send client set up info (e.g. ini setting) to Justin, for your module.
• Discussion of tab100. Would like to add all switches to file even if set to default.

248 Hesburgh Library, 10:00-11:00 am

Present: Tracey, Lisa, Leigh, Kevin, Kitty, Nastia, Mary, Aaron

Meeting Schedule

• 3rd Tuesday, 3:30-4:30 (starting Aug. 19)

Aleph 22 Upgrade

• Enhancement categories
  • Critical for upgrade
  • Important, post-upgrade
  • Nice to have
  • N/A
  • Will use Google Docs spreadsheet
    • Enhancment
    • Configuration requirement
    • Priority by Institution
    • Notes
  • Target date for first pass: August 19
• Target times
  • Fall Break
  • Christmas Break
    • Would want to complete testing (esp. Circ) early to minimize impact.
• Need to look at server installation timetable

InterMALC

• Justin created report on Delivery times
• Would be good to have report showing request to receipt time
• Can we get a report on leisure collections items?

Student Billing

• Discussed automated billing process used at NDU

248 Hesburgh Library, 10:00-11:00 am

Present: Lisa, Justin, Leigh, Kitty, Kevin, Aaron, Tracey

Aleph Permissions & InterMalc Delivery

• Search doesn’t work across MALCs
  • Justin will update search configuration file to enable
• Approved mirroring permissions for circ functions across the xxx50 libraries

Primo 4 Update

• Primo 4 U
  • June 11-12
  • Laurie McGowan is organizing
• Browse
  • Includes local records for institution only, i.e., equivalent of searching SMC tab.
• Details tab
  • Field linking

Network Outage

• Friday 10pm-Midnight
• June 8, tbd.

208 Hesburgh Library, 10:00-11:00 am

Present: Nastia, Mary, Sarah, Kitty, Justin, Lisa, Aaron, Tracey

HathiTrust

• Did a full extract of Notre Dame database to send to Hathi.
  • (Different from the Gov Docs extract done earlier this year.)
  • Send data 1-4 times/year
  • Elements
    • OCLC
    • System number
    • ISBN/ISSN
    • Volume information (monographs)
    • Preservation / Missing status (Did not include in this extract)
    • Federal document flag
  • Found about 2000 records that could not be parsed
    • OCLC number problems
    • Records that “broke” MARC batch modules because the record was not UTF.
    • Records with invalid indicators in 866 (e.g., dashes or dollar signs).
  • Need to develop policies to track preservation (brittle) and missing items for Hathi.

Tantur

• Ready to start purge process
• Meeting this afternoon

Primo Browse Searching

• Primo4U, June 11-12
• Cross-references: Parameter to export xref data does not appear to be in Aleph 20. Aleph 22 documentation indicates that the parameter is available.
• Discussed Call Number browse

222A Hesburgh Library, 10:00-11:00 am

Present:Kitty, Leigh, Justin, Kevin, Lisa, Mary, Aaron, Nastia, Sarah

InterMALC Update

• Distributed statistics on InterMALC requests.
  • Aleph service to produce this report is available on Paul. Please test and we will move it to prod.
• Requests in Primo: Planning to add functionality to choose location for requests in Primo 4 upgrade.

Version 22 Upgrade Planning

• Release Notes:
  • v.22  https://notredame.box.com/s/smwte3j1jnltcea0prew
  • v.21 https://notredame.box.com/s/opob2k3jnwj7wge3vhrr
• Subgroups
  • Cataloging
  • Acquisitions/Serials
  • Circulation
  • OPAC (minimal testing)
• Permissions & Services: Should be tested by relevant functional groups
• Timeline
  • Production Rollout options:
    • Fall Break: Oct. 20-24
    • Christmas Intersession: Dec.22-Jan.12
  • How much downtime will there be?
    • Requests
    • Circ (loans/renew/return)
    • Self-Check