ORBIS2 SITE VISIT WORKGROUP

Meeting Notes

11 Nov 00

 

Possible travel dates:

Dec 7 Dec 12, 13 Dec 15 Jan 2, 3, 4, 5 Jan 8, 9, 10

 

Sites to visit:

For Endeavor U of Pennsylvania

For Ex Libris McGill, U of Iowa, or Notre Dame

For Innovative Michigan State University

For Sirsi U of Virginia, Rutgers, Rice or Stanford University

 

Categories of questions and staff we wish to meet at sites:

Audrey

data migration, system support, system management, contract negotiation, vendor performance, development initiatives w/LSO

David

performance, migration, configuration, operation, disaster recovery, reliability

Joan

cat/auth, serials control, acquisitions flow (w/Marsha), OPAC index display

Sue

circ, ILL, document delivery processes; training, functionality and productivity; patron empowerment, patron and financial records/structure, statistics

Marsha

acquisition flow, invoices, approval process, productivity, financial reports, vendor files, utility & vendor electronic interface (w/Joan)

Danuta

marketing issues, reader reactions, OPAC ease of use, reader training; process/impact of change

All

handling non-Roman script, staff training, reports

 

Possible components of the visit's agenda:

Audrey

System staff, contract negotiations

David

Campus IT

Marsha

Business manager

Marsha and Joan

Cat Dept Mger, Acq Dept Mger, AUL TS

Sue

Circ Mger, ILL Mger,

Sue and Danuta

AUL-PS

Marsha/Sue

Selectors perhaps w/ AUL-CM

Joan/Danuta:

Reference group

 

Demo/tours:

Sue

circ desk/reserve process/ OPAC patron empowerment

David

batch bibliographic updates, at least measurements, tour processing: scheduling/monitors/routines for data batch processing

Audrey/ perhaps all

searching OPAC on site

Marsha and Joan

job stream from order to cataloging [place/receive]

 

"TO DO" for next meeting: Compose specific questions to pose during site visits