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Orbis2: Endeavor Add-On Product Work Group Charge

This document charges five Work Groups that are asked to evaluate certain Endeavor product add-ons. Work Groups are asked to complete their work by Monday, 4 June 2001.

The Yale Library will contract with Endeavor for a number of Voyager enhancements that are critically important to our operations, such as the ability to parse Old Yale classification numbers and to support the library's course reserve services.

Beyond these enhancements, the library may wish to extend the functionality of our new system with a number of Endeavor products that are not packaged with the sale of Voyager. The Migration Management Group believes the library should analyze the utility of five of these additional products to decide whether we wish to implement them in July 2002 or to pursue development efforts with Endeavor. The first two are products might meet important operational needs of the library and could presumably be implemented in 2002. The remaining three products will most likely require the Yale library to work as a development partner with Endeavor.

If the library wants to pursue any of these five products, we should know enough about them and our intentions to inform upcoming contract negotiations. The implementation of any of these products will require staff and possibly other resources beyond those already committed for the implementation of Voyager. These resources need to be provided in the implementation plan.

In addition to these five products, the library will negotiate prices for four other Endeavor products (Image Server, Geospatial Searching, Media Scheduling, and Interlibrary Loan). We will not assess these products now, nor do we have any clear expectation that we will actually wish to use them. We nonetheless want to lock in prices on these products, should we wish to adopt any of them over the next few years.

In appointing Work Groups to assess the five Endeavor Products of present interest to us, MMG asks each Group to address at least the following questions: What do we want from the product and how likely is the product to meet our needs adequately? When do want meet these needs? What priority does meeting these needs have, given all of the tasks before the library?

In addressing these and other questions, the MMG expects Work Groups to consult with interested colleagues throughout the Yale library and elsewhere in the profession, as appropriate. Communications with Endeavor staff should be coordinated through Audrey Novak, the Orbis2 Migration Project Manager. She is arranging onsite demos of LinkFinderPlus, ENCompass, and Universal Borrowing. She will also arrange to have documentation for ENCompass, Universal Borrowing, and Endeavor's self-checkout products, along with the names of contract persons at sites using the products.

The following product descriptions and questions suggest the lines of inquiry the MMG believes may be appropriate for each of the Work Groups.

Citation Server is a "no charge" add-on from Endeavor. Within Citation Server, however, Endeavor has recently bundled its new Open-URL based linking product, LinkFinderPlus. These products should be reviewed as a potential method of addressing some of YUL's linking needs and in relationship to other products, such as SFX. What does it do? What standards does it incorporate? How important is it to make linking available with the new LMS? Should YUL consider implementing a linking tool by July 2002? Is the Endeavor product adequate? Would SFX or some other tool serve us better?

Endeavor offers two self-check products. As part of the standard LMS they provide a "locked" version of the Voyager circulation client. They also support a 3M self-checkout unit. Review the advantages of both products and determine whether either (or both) should be implemented. Determine a timeframe for implementation.

ENCompass represents an opportunity for partnership with Endeavor and, as such, would constitute a significant investment in staff resources. On the other hand, if ENCompass shows promise as a search and discovery tool across the library's MARC and non-MARC databases (SQL, SGML, MSACCESS, etc.) the YUL should consider negotiating a favorable price for the product in return for our participation in the module's development. The ability to shape the future of the product so that it meets our needs might be attractive if the price is right.

ENCompass has been long in coming but Endeavor is now saying version 1.0.0 is commercially available. The review group should determine what capabilities are included within ENCompass and how appropriate they are for YUL. Is ENCompass now more than just a repository for non-MARC data? Is cross collection searching across different metadata schema possible? How sophisticated are the user interface and the search options? How sophisticated and extensive are the metadata mappings? (Note: Endeavor indicated that their new linking solution will be bundled into ENCompass).

Universal Borrowing may provide a replacement for Borrow Direct. Determine whether the product, with enhancements, can provide functionality similar to that provided by Borrow Direct. Determine whether YUL should incorporate a partnership project for UB as a Borrow Direct replacement in our contract.

Endeavor and Luna initiated conversations about potential integration of the Insight software with Voyager. Some other significant Insight users are also Endeavor customers (Getty, Cornell). Explore the potential for system integration and a partnership project to develop that integration. One logical Insight enhancement would be improved searching within Insight using the much more sophisticated Voyager searching capabilities.



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