Kick off Meeting SDLN Spearfish May 12, 2003. Introducing Ex Libris.

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.

Communication

• Mailing list :

[email protected]

• Weekly phone calls

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

http://www.exlibrisgroup.com/

www.exlibris-usa.com

[email protected]