LIBRARY MANAGEMENT SYSTEM MIGRATION
May 2000 Activities Report
This is the second of thirty monthly reports on the status of the Yale University
Librarys migration to a new Library Management System (LMS). A version
of this will be posted to YULIB. Links within the YULIB posting will direct
readers to the full report on the LMS Migration Website.
These reports are intended provide a convenient summary account of LMS migration
activities and the thinking that informs them. The reports and the numerous
documents that will be available at the Web site are meant to help support
the library-wide learning that is essential to a successful migration effort.
Comments about this material and the librarys migration activities
are most welcome. Such comments can made publicly on the YULIB listserv or
addressed individually to Audrey Novak, the LMS Migration Project Manager,
by using the reply function at the Web site or by sending a message to Audrey
SUMMARY OF OBRIS2 ACTIVITIES DURING MAY 2000
The Orbis2 Migration Management Group completed writing the statement of
requirements for a new LMS.
The Migration Management Group wrote
charges for five Work Groups that will be asked to establish the criteria
by which we will judge candidate systems. The groups will be concerned with
reader needs, database records, reports, systems, and business relations.
Each group will be asked to develop both a general description of the automation
environment within which the library wishes to work and a checklist of specific
The Migration Management Group recruited chairs for each of the Work Groups
and established principles that will guide the chairs and Audrey Novak in
recruiting members for each work group. The full membership of the Work Groups
will be posted as soon as it is known. Check the
Work Group page.
The Migration Management Group identified sophisticated linking capabilities
as a feature it would like to see strongly developed in the new LMS, though
it is unlikely that any new system now offers very robust linking. The Group
decided to deal with linking, and with other capabilities that define our
vision for the future (rather than what we are likely able to buy now) as
special inquiries. The Group will ask the Work Groups to identify other such
"vision" issues as they pursue their charges.
Audrey Novak completed scheduling daylong educational demos for four vendors:
Innovative Interfaces (13 June), Sirsi (20 June), Endeavor (22 June), and
Ex Libris (29 June). The complete schedule of events for each day has been
posted to YULIB and reminder notices will be posted before each demo.
The Migration Management Group identified a number of meetings with systems
vendors and with colleagues at other libraries that various Yale staff should
pursue at the upcoming ALA meetings. All library staff attending ALA are
encouraged to visit vendor exhibits and to confer informally with colleagues
at ALA, to the extent their other meeting obligations permit.
Much of the effort in June will be to support the Work Groups in whatever
way they may need. The Orbis2 Migration Management Group will start deliberating
on a second set of Work Groups that will be charged with developing test
scripts for the multi-day demos planned for the fall. The Migration Management
Group will also deliberate further on the handling of "vision" issues, such