kick off meeting sdln spearfish may 12, 2003. introducing ex libris
TRANSCRIPT
Kick off Meeting
SDLN
Spearfish
May 12, 2003
• Introducing Ex Libris
Privately held corporation Corporate offices - Tel Aviv, Israel Principal Development office - Jerusalem North America Development & Support
center - Chicago International set-up: 5 subsidiaries & 8
distributors
Ex Libris - Company Profile
Mission
Create high quality software for library automation and data retrieval
Products
-ALEPH500
-Digitool
-Metalib
-SFX
North AmericaCanada
United States
Latin AmericaArgentina
BrazilChile
ColombiaGuatemala
MexicoPeru
MiscArmeniaAustraliaCambodia
ChinaCyprusEgyptIsraelJapan
SingaporeSouth Africa
TaiwanTurkey
AustriaBelgium
Bosnia-HerzegovinaBulgaria
Czech Rep.Denmark
FranceGermany
GreeceHollandHungaryIcelandIreland
ItalyLatvia
LiechtensteinLithuania
LuxembourgMacedonia
NorwayPoland
PortugalRomania
RussiaSlovakia
SpainSweden
SwitzerlandUnited Kingdom
Ukraine
Europe
Installations Around the World
Ex Libris Team
• Mr. Natan Lev - Head of Operations Group
• Mrs. Sara Johnson - Director of Operations, USA
• Ms. Marina Spivakov - ALEPH 500 Implementations Team Leader
• Ms. Sarit Hassin - project librarian
• Ms. Evgenia Polyachek – project librarian
The Project from now till the Switch to Production
Major ActivitiesPlanning and preparation (kick-off and systems analysis sessions)
Installation
Training
System Setup
Conversion
System testing and acceptance
Switch to production
Planning and preparation Kick Off Meeting
System Analysis
Kick-off meeting Expected results:
1. Working relationships between SDLN and Ex Libris project team are established
2. Project plan discussed – there is a preliminary agreement on the schedule of project activities
3. Working procedures are clear to both sides
SDLN and Ex LIBRIS are ready to start working on the project
System Analysis Expected results:
1. SDLN has basic knowledge of ALEPH and can start practicing on Ex Libris demo server
2. EXL understands SDLN libraries’ workflows and data migration requirements.
3. Basic system configurations decisions are taken
Installations
InstallationsHardware, file system, OS, etc.
Oracle, Apache, ALEPH500
ALEPH client
WEB Browsers
InstallationsInstall of hardware and OS
SDLN (consult Ex Libris)
Install Oracle, Apache, ALEPH Ex Libris (remote; access, root password)
Install ALEPH client SDLN (configure, package, distribute to user PCs)
Installation of Browsers SDLN
Installations (misc) Test and production servers
Install fixes
Conversion
Set upSTP
Training
Testing
Training
Training Ex Libris trains the project team
Ex Libris trains the end-users
TrainingTraining sessions:
Getting around ALEPH (general orientation)
Conversion analysis training
ALEPH modules (PAC, Circulation, Acquisitions, etc.) – functional training
System librarian
System administration
System librarian (advanced)
System administration (advanced)
Consulting
System Setup
ALEPH Setup
Create local environment - open local libraries
Prerequisites:
Installation completedSystem analysis completed
Create basic setup (necessary for running conversion)
Prerequisites:
Customer‘s knowsledge of the system allows to actively participate in the setup process
ALEPH Setup Setup and customization of modules
CATItemsCircAcq/SerWWW-OPAC
Setup of staff users authorizations
Setup of system parameters, maintenance procedures, tuning of ORACLE for live system
Setup Stages Create basic setup allowing to run conversion
Test
Make necessary modifications
Test, improve
Create full setup
Test and accept the system
ALEPH Setup Setup is a collaborative effort:
Explain, give examples (Ex Libris)
Create setup according to example provided by Ex Libris (SDLN)
Test (SDLN)
Discuss (SDLN and Ex Libris)
Use (SDLN)
Conversion
Conversion Activities Define of scope of conversion (SDLN & Ex Libris) Extract sample data (SDLN ) Create conversion specifications (SDLN & Ex Libris) Prepare conversion programs (Ex Libris) Run test conversion Check converted data (SDLN ) Submit conversion problems report (SDLN ) Re-run conversion on full data (Ex Libris) Check and accept converted data (SDLN) Final data extraction conversion and and load STP
System Testing & Acceptance
System testing & Acceptance General system functionality to be tested on demo
system right after installation
System Testing & Acceptance Modules and SetUp
Prerequisites: Training per module, setup completed, conversion test data available – but functionality should always also be tested on demo
system
‘Module test’ refers to GUI modules, WWW-services, batches, printing
OPAC Test Cataloguing TestCirculation, ILLAcquistions Serials
Switch to Production
Switch to Production Preparations: Stop of all updating activities in old system
Library is closed only OPAC for retrieval available
Extraction of full data
Conversion
Load
Test by Library
Operational acceptance
STP
Working procedures
Project Plan
• As a result of this meeting a more detailed project plan will be sent.
Training & MeetingsThis week (4 days)• Kickoff and preliminary system analysis• Introduction to ALEPH
Training Sessions & Meetings to be Scheduled
- Additional system analysis and conversion analysis session
- Training Sessions- Consultation days
Documentation
• Web Guide
• Documentation CD (Training Documentation)
• Documentation Portal
• On-line Help
• Tables Documentation
• How To Documents
Reports
Activity reports part 1 & 2
Monthly reports
