UF Aleph Open Issues
December, 2004
The UF Aleph Steering Committee met with FCLA November 2, 2004 to review outstanding issues and projects since our STP in May of this year. The following table charts the status of outstanding issues as of December 2, 2004.
Dataloads and reports, two of the major reasons for adopting a new system, still move very slowly. Dataload delays impede our productivity. We are six months into the new system and are only now seeing progress with some loads over the holiday break. We need to find a better solution than the status quo. UF has consistently noted willingness to take responsibility in these areas. We need to have a serious conversation about making this happen.
Our Circulation implementation has been very slow and frustrating. We still have trouble with getting reliable and accurate billing information. The email notices are especially problematic.
| November 2, 2004 |
December 14, 2004 |
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Circ notices. Lori Driscoll noted that now that the emails UF is now able to send out are bouncing back from many campus mail sites that reject attachments. There was some discussion about options to strip the attachment off before sending, since the message replicates what is in the attachment. However, FCLA pointed out such a change would be an enhancement request. It was suggested this problem be posted to the NAAUG list to see how other libraries may have worked around this problem. |
12 /1 Enhancement request submitted for FCLA/SUL ranking this highest. Meanwhile communicating to campus what these attachments are. |
Communications during Jennifer's leave of absence. Circ email list will be monitored by three FCLA staff. In cases where there is a specific patron problem, a private email will be sent to all three, but not posted to the list. |
Email list implemented. |
UF is working on cleaning up the formatting of the email notices. |
In progress |
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OPAC customization |
OPAC customization at UF needs to be discussed. Since an entire set of Web OPAC files exists for each of the SUL (and we don’t share common files), we should be able to feature some choices more prominently (e.g. the unique UF logical bases). Also, there may be terminology for certain aspects of the interface that institutions should be able to decide to vary from an SUL version. |
EDI invoice loads -- FCLA needs to followup with EBSCO to test |
D. Alsbury update 11/24 noting steps that need to be taken. (EBSCO is the test vendor). UF will begin working on getting barcodes from EBSCO and scan the subscription numbers into Aleph order records. |
Aleph/PeopleSoft payment interface -- the flat file transfer from FCLA for all UF libraries to PeopleSoft is in the process of being tested, for the last couple months. Currently waiting for Troy Haynes (UF Bridges) |
PeopleSoft has hired a consultant who is working with UF and FCLA to move this forward. Goal to test week of 12/13. |
EDI claims -- UF needs to test |
In process – UF will consult with Donna and Ellen about the specifications for matching claim records with vendors and perform maintenance in Aleph as needed. |
Serial title changes |
Problem outstanding – in the OPAC, when you click on the “continues or continued by title”, it sends the user to a Browse list of ISSN’s instead of to the individual title record. |
Batch and EDI Claims – |
In process – Julia is working with Ellen to establish the format UF wants and they are making good progress.
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Authority & file structure refinements. False matches between bib headings and authorities. Global change refinements needed. |
System is not well designed out of the box in this area and FCLA does not appear to have the resources to work on additional reports that are missing from Aleph. Report from TSPC Auth. Subcommittee drafted that details problems. |
Authority file loads -- TSPC discussed last week and also encouraged expediting the authority loads, dealing with the reports and bib updates separately |
12/2 M.A. O’Daniel reports plans to test before 12/25 – run load during holiday break. |
MARCIVE loads -- specs back from UF. Need to test now. |
12/2 M.A. O’Daniel reports plans to test before 12/25 – run load during holiday break. |
GenLoad enhancements to deal with call number configurations needed for microanalytics |
M.A. O’Daniel 12/1 email noting these dataloads and GenLoad support are in her queue. |
Load enhancements to allow for multiple match points and to allow for specific field replacements and additional load log information. UF needs these enhancements in order to proceed with the BNA Table of Contents and the PromptCat projects they have planned for this Fall. |
M.A. O’Daniel 12/1 email noting these dataloads and GenLoad support are in her queue. B.Simpson email 12/3 noting that TOC matches are simply to overlay. |
LTQF -- tested, needs to be moved to UF Aleph catalog. |
M.A. O’Daniel 12/1 email noting these dataloads and GenLoad support are in her queue. Not yet ready for handover to UF. |
UF (Smathers) is committed to taking responsibility for dataloads. We need to be able to schedule these to meet our priorities. |
M.Hruska email 12/1 repeats this message |
RLIN loads -- Lydia will aim to put together a test load for Fall 2004. |
L. Motyka 11/4 email acknowledging receipt of specs from UF in August for extraction. No further word on action planned. |
New title list -- UF needs to determine what field/code will be used to flag new titles. Will review how these have been produced by other libraries as discussed on the NAAUG list. As we draft a plan for developing such a list, this will be shared through the TSPC and PSPC. |
Carol Turner, Tara Cataldo, Suzy, and Betsy Simpson are meeting 1/5/04 to discuss parameters for UF list. |
Vernacular records -- Y. Li at UF has reviewed test file, looks good. FCLA needs to move to implement. |
Yue and Betsy Simpson are meeting 12/14/04 to review Daniel Cromwell's draft 880 indexing and give FCLA feedback. Daniel has also been waiting for Mary Ann to review. |
Cataloging statistics -- there was some discussion of use of the ARL statistics package. No one was aware of any other libraries that had successfully used it. I am suggesting this too go on the next TS Aleph Implementation agenda. |
Suzy Covey and Betsy Simpson met 12/3/04 to discuss cataloging statistics, and Suzy's investigating possibilities. Investigate ARL stats package in ARC? |
Documentation -- UF needs online access to local up-to-date decisions: IP status codes, sublibrary and collection codes (http://www.uflib.ufl.edu/toolbox/ aleph/sublib_coll/display_order.html needs to be kept up to date), and a number of other local decisions such as client configurations, item material type, brief record displays, many of the adjustments that are being made as we go along and communicated in emails. It was pointed out that access to the tables documents up to date decisions, but that does not provide easy consultation for staff. |
UF will refine its list of specific things that we want to have "documented" and provide general access to. When the information in tables that drive the system needs to be easily accessible, the native tables can be made available or information can be extracted for more readable versions. The UF Project Manger will coordinate with FCLA to locate the needed information and to build the access documents. Still need a Prob system to log in local (UF) problems with FCLA and track progress. |
Data warehouse and reports -- FCLA has hired someone to work part time on building a data warehouse that would initially provide very basic acquisitions information. There was some discussion of investigating use of ARC in the meantime. Also discussion of whether it would be an option to build upon and enhance ARC. This needs to be discussed further with Dale and Jim Corey. |
Claims reports and circ reports are in process. Still need work and refinement involving both UF & FCLA staff. Recommend directors consider ARC purchase with possible FCLA enhancement. FCLA does not appear to have the resources to work on additional reports that are missing from Aleph. |
FCLA Aleph implementation calendar for STPs -- will be posted thru the FCLA web site. Now posted at http://www.fcla.edu/FCLAinfo/ lmsimp/P2LS_Calendar20041029.doc |
Updated 11/10/04 |
There was also discussion of what the status of general Aleph system acceptance was. Many of the issues discussed still require local testing and implementation. However, there are a number of outstanding items on the Ex Libris Problem report list. The big issue of a union catalog may now hinge on the option of using Metalib, but this would not solve the question of universal borrowing. |
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Finally, FCLA started working on a systematic problem reporting mechanism for UF and possibly the other Phase 1 libraries. Need to test? |
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