| ID | Task Name | Duration | Start | Finish | Resource Names | % Complete |
|---|
| 1 | NOTIS production operation | 559 days | Thu 4/13/00 | Mon 6/3/02 | | 0% |
| 2 | Migration planning meeting | 1 day | Thu 4/13/00 | Thu 4/13/00 | LMC+ | 100% |
| 3 | Migration planning follow-up | 1 day | Thu 4/27/00 | Thu 4/27/00 | LMC+ | 100% |
| 4 | EVALUATION AND SELECTION | 293 days | Wed 4/19/00 | Thu 5/31/01 | | 65% |
| 5 | Migration Organization Established | 6 days | Mon 5/1/00 | Mon 5/8/00 | | 100% |
| 6 | Migration Management Group (MMG) established | 1 day | Mon 5/1/00 | Mon 5/1/00 | MMG | 100% |
| 7 | Plan distributed to YULIB | 1 day | Mon 5/1/00 | Mon 5/1/00 | PM | 100% |
| 8 | Announcement distributed to vendors | 1 day | Mon 5/1/00 | Mon 5/1/00 | PM | 100% |
| 9 | Orbis2 website available | 1 day | Mon 5/8/00 | Mon 5/8/00 | PM,Admin | 100% |
| 10 | Threshold Requirements | 10 days | Mon 5/1/00 | Fri 5/12/00 | | 100% |
| 11 | Threshold requirements established | 10 days | Mon 5/1/00 | Fri 5/12/00 | MMG | 100% |
| 12 | Educational Demos | 52 days | Wed 4/19/00 | Thu 6/29/00 | | 100% |
| 13 | Educational demo vendors determined | 10 days | Mon 5/1/00 | Fri 5/12/00 | MMG | 100% |
| 14 | Educational demos scheduled | 1 day | Wed 4/19/00 | Wed 4/19/00 | PM | 100% |
| 15 | Education demos (1 day / vendor) | 13 days | Tue 6/13/00 | Thu 6/29/00 | Vendors,staff | 100% |
| 16 | III | 1 day | Tue 6/13/00 | Tue 6/13/00 | | 100% |
| 17 | Sirsi | 1 day | Tue 6/20/00 | Tue 6/20/00 | | 100% |
| 18 | Endeavor demo | 1 day | Thu 6/22/00 | Thu 6/22/00 | | 100% |
| 19 | Ex Libris (27th or 29th) | 3 days | Tue 6/27/00 | Thu 6/29/00 | | 100% |
| 20 | Draft Criteria | 50 days | Mon 5/1/00 | Fri 7/7/00 | | 100% |
| 21 | Establish draft criteria working groups & charge | 10 days | Mon 5/1/00 | Fri 5/12/00 | MMG | 100% |
| 22 | Draft criteria established | 45 days | Mon 5/1/00 | Fri 6/30/00 | MMG,staff,Criteria WGs | 100% |
| 23 | Criteria WGs analyze needs,wants | 45 days | Mon 5/1/00 | Fri 6/30/00 | Criteria WGs | 100% |
| 24 | Staff submit criteria through webform | 45 days | Mon 5/1/00 | Fri 6/30/00 | staff | 100% |
| 25 | PM vacation | 5 days | Mon 6/26/00 | Fri 6/30/00 | PM | 100% |
| 26 | Draft criteria distributed | 1 day | Fri 7/7/00 | Fri 7/7/00 | PM | 100% |
| 27 | Test Scripts | 131 days | Mon 6/19/00 | Fri 12/15/00 | | 100% |
| 28 | Establish test script working groups & charge | 5 days | Mon 6/19/00 | Fri 6/23/00 | MMG | 100% |
| 29 | Test scripts created | 125 days | Tue 6/27/00 | Fri 12/15/00 | Script WGs | 100% |
| 30 | Meetings With Sites @ ALA | 15 days | Mon 6/5/00 | Fri 6/23/00 | | 100% |
| 31 | Schedule meetings @ALA with vendors | 15 days | Mon 6/5/00 | Fri 6/23/00 | PM | 100% |
| 32 | Staff visit vendor booths/demos and confer with colleagues at ALA | 15 days | Mon 6/5/00 | Fri 6/23/00 | staff | 100% |
| 33 | ALA | 1.5 days | Mon 7/10/00 | Tue 7/11/00 | | 100% |
| 34 | Vendor meetings | 1.5 days | Mon 7/10/00 | Tue 7/11/00 | MMG,PM | 100% |
| 35 | Staff reports about ALA | 1.5 days | Mon 7/10/00 | Tue 7/11/00 | staff | 100% |
| 36 | Complete Criteria / Prequalification | 76 days | Mon 7/24/00 | Mon 11/6/00 | | 100% |
| 37 | Complete criteria established | 32 days | Mon 7/24/00 | Tue 9/5/00 | MMG,Criteria WGs,PM | 100% |
| 38 | Complete criteria distributed internally | 1 day | Fri 9/1/00 | Fri 9/1/00 | PM | 100% |
| 39 | Complete criteria distributed to vendors | 1 day | Mon 9/18/00 | Mon 9/18/00 | PM | 100% |
| 40 | Vendors' responses to criteria | 16 days | Mon 10/16/00 | Mon 11/6/00 | Vendors | 100% |
| 41 | Technical Meetings | 34 days | Fri 8/11/00 | Wed 9/27/00 | | 100% |
| 42 | Arrnage technical meetings with each vendor | 22 days | Fri 8/11/00 | Mon 9/11/00 | PM | 100% |
| 43 | Conduct technical meetings | 13 days | Mon 9/11/00 | Wed 9/27/00 | LSO,ITS | 100% |
| 44 | Evaluation WG | 80 days | Mon 10/2/00 | Fri 1/19/01 | | 100% |
| 45 | Establish Evaluation WG's & charge | 2 days | Mon 10/2/00 | Tue 10/3/00 | MMG | 100% |
| 46 | Organize / Prepare Evaluation WG | 58 days | Wed 11/1/00 | Fri 1/19/01 | WG Chair,PM | 100% |
| 47 | Site Visit WG | 71 days | Fri 10/13/00 | Fri 1/19/01 | | 100% |
| 48 | Establish Site Visit WG | 1 day | Fri 10/13/00 | Fri 10/13/00 | MMG | 100% |
| 49 | Schedule site visits | 29 days | Mon 10/23/00 | Thu 11/30/00 | WG Chair | 100% |
| 50 | Site visits | 36 days | Fri 12/1/00 | Fri 1/19/01 | SIteVist WG | 100% |
| 51 | Financial Analysis | 44 days | Wed 10/4/00 | Mon 12/4/00 | | 75% |
| 52 | Vendors submit financial statements | 16 days | Mon 10/16/00 | Mon 11/6/00 | Vendors | 100% |
| 53 | Dun and Bradstreet reports | 14 days | Wed 10/4/00 | Mon 10/23/00 | Scott,Carnes | 100% |
| 54 | Israel: business environment report | 11 days | Mon 11/20/00 | Mon 12/4/00 | Scott,Carnes | 50% |
| 55 | Review vendors' financial statements | 19 days | Wed 11/8/00 | Mon 12/4/00 | MMG | 50% |
| 56 | ****Decision: Shortlist | 1 day | Mon 12/4/00 | Mon 12/4/00 | | 0% |
| 57 | Shortlist established, library and vendors informed | 1 day | Mon 12/4/00 | Mon 12/4/00 | | 0% |
| 58 | Evaluation demos | 65 days | Mon 11/20/00 | Fri 2/16/01 | | 25% |
| 59 | Schedule evaluation demos | 15 days | Mon 11/20/00 | Fri 12/8/00 | PM | 58% |
| 60 | Evaluation demos | 10 days | Mon 1/22/01 | Fri 2/2/01 | staff,MMG,Eval WGs | 0% |
| 61 | Analysis of evaluation | 5 days | Mon 2/5/01 | Fri 2/9/01 | WG,chair,PM | 0% |
| 62 | Focus groups | 5 days | Mon 2/12/01 | Fri 2/16/01 | WG Chair,PM,staff | 0% |
| 63 | ****Decision - Recommend System | 6 days | Mon 2/19/01 | Mon 2/26/01 | MMG | 0% |
| 64 | Analysis of evaluation | 5 days | Mon 2/19/01 | Fri 2/23/01 | MMG | 0% |
| 65 | Letter of intent | 1 day | Mon 2/26/01 | Mon 2/26/01 | Scott | 0% |
| 66 | Decision announced in library, @Yale, to vendors | 1 day | Mon 2/26/01 | Mon 2/26/01 | Scott | 0% |
| 67 | Contract Negotiation | 149 days | Mon 11/6/00 | Thu 5/31/01 | | 16% |
| 68 | Get boiler-plate contracts from vendors | 32 days | Mon 11/6/00 | Tue 12/19/00 | PM | 50% |
| 69 | Identify contract issues | 84 days | Mon 11/6/00 | Thu 3/1/01 | PM,Scott,MMG | 25% |
| 70 | Criteria verification | 22 days | Thu 3/1/01 | Fri 3/30/01 | MMG,vendor | 0% |
| 71 | LMS contract review and modification | 66 days | Thu 3/1/01 | Thu 5/31/01 | MMG | 0% |
| 72 | Purchasing finalizes LMS contract terms | 23 days | Tue 5/1/01 | Thu 5/31/01 | Purchasing,MMG | 0% |
| 73 | LMS contract signed | 1 day | Thu 5/31/01 | Thu 5/31/01 | | 0% |
| 74 | Hardware | 174 days | Mon 10/2/00 | Thu 5/31/01 | | 34% |
| 75 | Hardware config options and pricing investigation | 55 days | Mon 10/2/00 | Fri 12/15/00 | ITS | 75% |
| 76 | Coordinate hardware config with LMS vendor | 85 days | Mon 12/4/00 | Fri 3/30/01 | ITS,vendor | 25% |
| 77 | Get contract from hardware vendor | 1 day | Fri 3/30/01 | Fri 3/30/01 | ITS,LSO | 0% |
| 78 | Hardware contract review and modification | 44 days | Fri 3/30/01 | Wed 5/30/01 | ITS,LSO | 0% |
| 79 | Hardware contract signed | 1 day | Thu 5/31/01 | Thu 5/31/01 | | 0% |
| 80 | RETROSPECTIVE CONVERSION | 1 day | Mon 3/4/02 | Mon 3/4/02 | | 0% |
| 81 | OCLC phase completed | 1 day | Mon 3/4/02 | Mon 3/4/02 | OCLC | 0% |
| 82 | IMPLEMENTATION | 390 days | Mon 12/4/00 | Fri 5/31/02 | | 0% |
| 83 | Data Migration WG | 390 days | Mon 12/4/00 | Fri 5/31/02 | | 0% |
| 84 | Establish Data Migration WG | 5 days | Mon 12/4/00 | Fri 12/8/00 | MMG | 0% |
| 85 | Identify Notis data to migrate | 58 days | Mon 12/11/00 | Wed 2/28/01 | DataMig WG | 0% |
| 86 | Indentify data clean-up | 58 days | Mon 12/11/00 | Wed 2/28/01 | DataMig WG | 0% |
| 87 | Get conversion documentation from vendor | 1 day | Thu 3/1/01 | Thu 3/1/01 | MMG | 0% |
| 88 | Conversion specification and testing | 327 days | Thu 3/1/01 | Fri 5/31/02 | DataMig WG | 0% |
| 89 | Configuration | 153 days | Thu 3/1/01 | Mon 10/1/01 | | 0% |
| 90 | Establish configuration WGs & charge | 5 days | Thu 3/1/01 | Wed 3/7/01 | MMG | 0% |
| 91 | Get configuration documentation from vendor | 1 day | Thu 3/1/01 | Thu 3/1/01 | PM | 0% |
| 92 | System configuration | 153 days | Thu 3/1/01 | Mon 10/1/01 | Config WGs | 0% |
| 93 | Central Hardware | 44 days | Thu 5/31/01 | Tue 7/31/01 | | 0% |
| 94 | Ordered | 1 day | Thu 5/31/01 | Thu 5/31/01 | ITS | 0% |
| 95 | Installed | 22 days | Thu 5/31/01 | Fri 6/29/01 | ITS | 0% |
| 96 | Demo system installed | 23 days | Fri 6/29/01 | Tue 7/31/01 | ITS,vendor | 0% |
| 97 | Testing | 240 days | Mon 7/2/01 | Fri 5/31/02 | | 0% |
| 98 | Establish testing WGs & charge | 240 days | Mon 7/2/01 | Fri 5/31/02 | MMG | 0% |
| 99 | Testing designed | 240 days | Mon 7/2/01 | Fri 5/31/02 | | 0% |
| 100 | Testing | 219 days | Tue 7/31/01 | Fri 5/31/02 | Testing WGs | 0% |
| 101 | Training | 130 days | Mon 12/3/01 | Fri 5/31/02 | | 0% |
| 102 | Establish training WGs & charge | 1 day | Mon 12/3/01 | Mon 12/3/01 | MMG | 0% |
| 103 | Training designed | 130 days | Mon 12/3/01 | Fri 5/31/02 | Training WGs,vendor | 0% |
| 104 | Training conducted | 130 days | Mon 12/3/01 | Fri 5/31/02 | Training WGs,vendor,staff | 0% |
| 105 | Documentation | 130 days | Mon 12/3/01 | Fri 5/31/02 | | 0% |
| 106 | Documentation working groups established and charged | 130 days | Mon 12/3/01 | Fri 5/31/02 | MMG | 0% |
| 107 | Documentation designed | 130 days | Mon 12/3/01 | Fri 5/31/02 | Doc WGs,vendor | 0% |
| 108 | Documentation distributed | 130 days | Mon 12/3/01 | Fri 5/31/02 | Doc WGs,staff,public | 0% |
| 109 | SYSTEM LIVE | 1 day | Mon 6/3/02 | Mon 6/3/02 | | 0% |
| 110 | ****Final conversion complete | 1 day | Mon 6/3/02 | Mon 6/3/02 | | 0% |
| 111 | STABILIZATION | 152 days | Mon 6/3/02 | Tue 12/31/02 | | 0% |
| 112 | Staff stress test | 65 days | Mon 6/3/02 | Fri 8/30/02 | staff | 0% |
| 113 | FY starts | 1 day | Mon 7/1/02 | Mon 7/1/02 | staff | 0% |
| 114 | Public stress test | 22 days | Tue 10/1/02 | Wed 10/30/02 | public | 0% |
| 115 | System stabilization | 152 days | Mon 6/3/02 | Tue 12/31/02 | staff | 0% |
| 116 | Notis maintenance | 152 days | Mon 6/3/02 | Tue 12/31/02 | LSO,ITS | 0% |