LIBRARY MANAGEMENT SYSTEM MIGRATION
June 2000 Activities Report
This is the third of thirty monthly reports on the status of the Yale
University Library's migration to a new Library Management System (LMS).
These reports are intended to 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
Comments about this material and the library's migration activities
are most welcome. Such comments can be made publicly on the YULIB listserv
or addressed individually to Audrey Novak, the LMS Migration Project Manager,
by sending a message to Audrey at firstname.lastname@example.org
ORBIS2 PROJECT WEBSITE: http://www.library.yale.edu/orbis2/public/orbis2.htm
SUMMARY OF OBRIS2 ACTIVITIES DURING JUNE 2000
Thanks particularly to the effort of the many library staff serving
on work groups, June was a remarkably productive month for the Orbis2 migration
Hearty congratulations to both Work Group leaders and group members
for meeting the demanding deadline for these draft criteria.
The five selection criteria Work Groups worked with remarkable focus and
effectiveness to produce first drafts of the criteria that will guide the
library in choosing Orbis2 software. Our goal was to have these drafts
ready for staff investigating LMS matters at the ALA meetings. The drafts
may be consulted at the migration project's Web site under the heading
"System Requirements" at: http://www.library.yale.edu/orbis2/public/wkgroup/criteria.html
Audrey Novak will be working with the Work Group chairs to identify
and recruit members for the new groups, which we hope can begin their deliberations
The Orbis2 Migration Management Team approved the charges for a second
set of Work Groups that are being asked to describe the particular operational
situations we want to see vendors address when they return in the fall
for in-depth demonstrations of their systems. There will be nine demo situation
Work Groups, as follows: Acquisitions (Edita Baradi), Binding (Pat Simon),
Cataloging (Manon Theroux), Circulation (Denise Hersey), Document Delivery
(Sue Lorimer), Non-Roman Scripts (Rich Richie), Online Public Catalog (Nicole
Bouche), Reports (Will Wheeler), and Serials (Steven Arakawa).
Audrey Novak prepared a document describing the "life cycle" for the work
of each Work Group. Her goal was to make clear to everyone engaged in the
groups in what ways and at what points in the migration process their work
will be invoked. This "life cycle" document is available at the project's
Staff attending ALA were invited to visit vendor displays and to consult
with colleagues at other libraries using new generation systems. Audrey
provided a password-protected form that Yale librarians may use to report
what they learn at the ALA meetings. The Conference Report From is available
at the project's Web site. Contact Audrey for the password.
Finally, and certainly not least important, four LMS vendors gave us highly
instructive one-day demos of their systems in June. The vendors were Innovative
Interfaces, Sirsi, Endeavor, and Ex Libris. Fred Martz's detailed notes
on these demos are available at the project's Web site.
The evaluation criteria Work Groups will continue their work in July, and
the demonstration situation Work Groups will begin their work.
Audrey Novak will synthesize the reports she receives from those attending
ALA and post the results to the project's Web site.
The Orbis2 Migration Management Team decided it would be useful to ask
the four vendors that where here in June to return in July and August for
sessions focused exclusively on the technical architecture of their systems.
Our wish is to identify any technical issues that might be particularly
salient to our decisions about which vendors to ask to return in the fall.
The fall demos will be exceptionally time intensive for both library and
vendor staff. The Migration Management Group does not want to devote such
time to systems (if there are any) we are unlikely to choose for strictly
Finally, based on database size and usage statistics forwarded by Audrey,
the four vendors we are considering will provide preliminary price quotes
and hardware configuration recommendations.