Orbis2


Project Start Date: Wed 4/19/00
Project Finish Date: Tue 12/31/02

This initial Orbis2 Project Plan is more detailed for the work to be done in the first several months. Among other things, the plan responds to the advice given at the 13 April meeting that we should shorten as much as possible the time required to identify the vendor for our new LMS, to advance the date when we start our implementation activities.

Task_Data

ID Task_Name Duration Start_Date Finish_Date Predecessors Resource_Names
1 NOTIS production operation 559 days Thu 4/13/00 Mon 6/3/02    
2 Migration planning meeting 1 day Thu 4/13/00 Thu 4/13/00   LMC+
3 Migration planning follow-up 1 day Thu 4/27/00 Thu 4/27/00   LMC+
4 EVALUATION AND SELECTION 262 days Mon 5/1/00 Mon 4/30/01    
5 Migration Organization Established 6 days Mon 5/1/00 Mon 5/8/00    
6 Migration Management Group (MMG) established 1 day Mon 5/1/00 Mon 5/1/00   MMG
7 Plan distributed to YULIB 1 day Mon 5/1/00 Mon 5/1/00   PM
8 Announcement distributed to vendors 1 day Mon 5/1/00 Mon 5/1/00   PM
9 Orbis2 website available 1 day Mon 5/8/00 Mon 5/8/00   PM,Admin
10 Threshold Requirements 10 days Mon 5/1/00 Fri 5/12/00    
11 Threshold requirements established 10 days Mon 5/1/00 Fri 5/12/00   MMG
12 Educational Demos 35 days Mon 5/1/00 Fri 6/16/00    
13 Educational demo vendors determined 10 days Mon 5/1/00 Fri 5/12/00   MMG
14 Educational demos scheduled 10 days Mon 5/1/00 Fri 5/12/00   PM
15 Education demos (1 day / vendor) 25 days Mon 5/15/00 Fri 6/16/00   Vendors,staff
16 Draft Criteria 50 days Mon 5/1/00 Fri 7/7/00    
17 Establish draft criteria working groups & charge 10 days Mon 5/1/00 Fri 5/12/00   MMG
18 Draft criteria established 45 days Mon 5/1/00 Fri 6/30/00   MMG,staff,Criteria WGs,Ad Hoc WGs
19 Criteria WGs analyze needs,wants 45 days Mon 5/1/00 Fri 6/30/00   Criteria WGs
20 Staff submit criteria through webform 45 days Mon 5/1/00 Fri 6/30/00   staff
21 Ad Hoc WGs analyze needs, wants 45 days Mon 5/1/00 Fri 6/30/00   Ad Hoc WGs
22 Workflow redesign analyzes needs,wants 45 days Mon 5/1/00 Fri 6/30/00   Criteria WGs,Workflow Redesign
23 PM vacation 5 days Mon 6/26/00 Fri 6/30/00   PM
24 Draft criteria distributed 1 day Fri 7/7/00 Fri 7/7/00   PM
25 Test Scripts 56 days Mon 6/19/00 Fri 9/1/00    
26 Establish test script working groups & charge 5 days Mon 6/19/00 Fri 6/23/00   MMG
27 Test scripts created 50 days Tue 6/27/00 Fri 9/1/00   Script WGs
28 Meetings With Sites @ ALA 28 days Fri 6/2/00 Tue 7/11/00    
29 Establish ALA WGs for site meetings at ALA 1 day Fri 6/2/00 Fri 6/2/00   MMG
30 Schedule meetings @ALA with vendors 15 days Mon 6/5/00 Fri 6/23/00   PM
31 Schedule ACQ, CAT, ETC. meetings@ ALA with sites 15 days Mon 6/5/00 Fri 6/23/00   ALA WGs
32 ALA 1.5 days Mon 7/10/00 Tue 7/11/00    
33 Vendor meetings 1.5 days Mon 7/10/00 Tue 7/11/00   MMG,PM
34 Site meetings 1.5 days Mon 7/10/00 Tue 7/11/00   MMG,WGs
35 Complete Criteria / Prequalification 41 days Sun 7/16/00 Fri 9/8/00    
36 Reports from ALA meetings 6 days Sun 7/16/00 Fri 7/21/00   MMG,ALA WGs,staff
37 Complete criteria established 16 days Mon 7/24/00 Mon 8/14/00   MMG,Criteria WGs,staff,ALA WGs,Workflow Redesign
38 Complete criteria distributed internally 1 day Mon 8/21/00 Mon 8/21/00   PM
39 Complete criteria distributed to vendors 1 day Mon 8/21/00 Mon 8/21/00   PM
40 Scott vacation 15 days Mon 7/17/00 Fri 8/4/00    
41 August vacations 22 days Tue 8/1/00 Wed 8/30/00   staff
42 Vendors' responses to criteria 15 days Mon 8/21/00 Fri 9/8/00   Vendors
43 ****Decision - Marketplace OK? 6 days Mon 9/11/00 Mon 9/18/00    
44 Final analysis of marketplace evaluation & responses to criteria 5 days Mon 9/11/00 Fri 9/15/00   MMG
45 Decision distributed to YULIB 1 day Mon 9/18/00 Mon 9/18/00   PM
46 Decision distributed to vendors 1 day Mon 9/18/00 Mon 9/18/00   PM
47 Evaluation Demos 55 days Mon 9/4/00 Fri 11/17/00    
48 Establish Evaluation WG's & charge 5 days Mon 9/4/00 Fri 9/8/00   MMG
49 Schedule evaluation demos with vendors 5 days Mon 9/18/00 Fri 9/22/00   PM
50 Schedule site visits 5 days Mon 9/18/00 Fri 9/22/00   PM
51 Evaluation demos 40 days Mon 9/25/00 Fri 11/17/00   staff,MMG,Eval WGs
52 Site visits 40 days Mon 9/25/00 Fri 11/17/00   MMG,Eval WGs
53 Collaboration with other Lib & Univ systems 20 days Mon 10/23/00 Fri 11/17/00   MMG,Eval; WGs
54 ****Decision - Recommend System 15 days Mon 11/20/00 Fri 12/8/00   MMG
55 Analysis of evaluation 15 days Mon 11/20/00 Fri 12/8/00   MMG
56 Letter of intent 1 day Fri 12/8/00 Fri 12/8/00   Scott
57 Decision announced in library, @Yale, to vendors 1 day Fri 12/8/00 Fri 12/8/00   Scott
58 Contract Negotiation 102 days Fri 12/8/00 Mon 4/30/01    
59 Get contract from LMS vendor 6 days Fri 12/8/00 Fri 12/15/00   PM
60 Criteria verification 11 days Fri 12/8/00 Fri 12/22/00   MMG,vendor
61 LMS contract review and modification 33 days Mon 12/18/00 Wed 1/31/01   MMG
62 Purchasing finalizes LMS contract terms 40 days Mon 2/5/01 Fri 3/30/01   Purchasing,MMG
63 Get contract from hardware vendor 5 days Mon 12/11/00 Fri 12/15/00   ITS,PM
64 Hardware contract review and modification 75 days Mon 12/18/00 Fri 3/30/01   ITS,LSO
65 LMS contract signed 1 day Mon 4/30/01 Mon 4/30/01    
66 Hardware contract signed 1 day Mon 4/30/01 Mon 4/30/01    
67 RETROSPECTIVE CONVERSION 1 day Mon 3/4/02 Mon 3/4/02    
68 OCLC phase completed 1 day Mon 3/4/02 Mon 3/4/02   OCLC
69 IMPLEMENTATION 390 days Mon 12/4/00 Fri 5/31/02    
70 Configuration 216 days Mon 12/4/00 Mon 10/1/01    
71 Establish configuration WGs & charge 5 days Mon 12/4/00 Fri 12/8/00   MMG
72 Get configuration documentation from vendor 1 day Mon 12/11/00 Mon 12/11/00   PM
73 System configuration 211 days Mon 12/11/00 Mon 10/1/01   Config WGs
74 Conversion specifications 390 days Mon 12/4/00 Fri 5/31/02    
75 Establish Conversion WGs & charge 5 days Mon 12/4/00 Fri 12/8/00   MMG
76 Get conversion documentation from vendor 1 day Mon 12/11/00 Mon 12/11/00   PM
77 Conversion specifications and testing 385 days Mon 12/11/00 Fri 5/31/02   Conver WGs
78 Central Hardware 45 days Mon 4/30/01 Fri 6/29/01    
79 Ordered 1 day Mon 4/30/01 Mon 4/30/01   ITS
80 Installed 44 days Tue 5/1/01 Fri 6/29/01   ITS
81 Demo system installed 21 days Fri 6/1/01 Fri 6/29/01   ITS,vendor
82 Testing 240 days Mon 7/2/01 Fri 5/31/02    
83 Establish testing WGs & charge 240 days Mon 7/2/01 Fri 5/31/02   MMG
84 Testing designed 240 days Mon 7/2/01 Fri 5/31/02    
85 Testing 240 days Mon 7/2/01 Fri 5/31/02   Testing WGs
86 Training 130 days Mon 12/3/01 Fri 5/31/02    
87 Establish training WGs & charge 1 day Mon 12/3/01 Mon 12/3/01   MMG
88 Training designed 130 days Mon 12/3/01 Fri 5/31/02   Training WGs,vendor
89 Training conducted 130 days Mon 12/3/01 Fri 5/31/02   Training WGs,vendor,staff
90 Documentation 130 days Mon 12/3/01 Fri 5/31/02    
91 Documentation working groups established and charged 130 days Mon 12/3/01 Fri 5/31/02   MMG
92 Documentation designed 130 days Mon 12/3/01 Fri 5/31/02   Doc WGs,vendor
93 Documentation distributed 130 days Mon 12/3/01 Fri 5/31/02   Doc WGs,staff,public
94 SYSTEM LIVE 1 day Mon 6/3/02 Mon 6/3/02    
95 ****Final conversion complete 1 day Mon 6/3/02 Mon 6/3/02    
96 STABILIZATION 152 days Mon 6/3/02 Tue 12/31/02    
97 Staff stress test 65 days Mon 6/3/02 Fri 8/30/02   staff
98 FY starts 1 day Mon 7/1/02 Mon 7/1/02   staff
99 Public stress test 22 days Tue 10/1/02 Wed 10/30/02   public
100 System stabilization 152 days Mon 6/3/02 Tue 12/31/02   staff
101 Notis maintenance 152 days Mon 6/3/02 Tue 12/31/02   LSO,ITS

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Last modified: 5 May 2000
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