| Code | Task | People | Description/Notes | Status | Deadline | Priority |
| ACQ-1 | EDI Ordering for Monographs | Charlene, Christine |
Set up EDI ordering with the following vendors so we can stop double-ordering (first on Aleph, and then on vendor's Web site).
|
Harrassowitz is in production, and now that it's working with one vendor it should be easy to set it up for Blackwell's and then Casalini, so we're calling this done, 3/3/2004 | ||
| ALL-2 | Upgrade to Version 16 | Everyone | Upgrade from our current Aleph version 14.2.5 to version 16 | Upgrade Express program was made available in Summer 2004. We'll upgrade walter to version 16 in Fall 2004, pending assistance from IS&T and move version 16 into production during Summer 2005. Upgrade occurred on July 18, 2005 | ||
| CAT-1 | Bib loaders fully functional | Beth, Christine | Including: OCLC (+cancels treatment), GovDocs, Books 24x7 | done, May/June 2002 | ASAP | Critical |
| CAT-2 | Workflow determination/implementation Acq-Cat | Basacq group | done, January 2002 | 12/31/01 | Critical | |
| CAT-4 | Authorities loader | Beth, Christine, Rich, Ex Libris | Including: Matching (010 now like fixed field), Multi match/010$$z problem protection, $$5MCM protection. Loading of new authority records received on a daily basis, for quarterly updates of records changed by LC (see CAT-6). | done, December 2003 | ||
| CAT-5 | Shelflisting capabilities | 'Headings' button? Macro? | Done 11/6/01 | High | ||
| CAT-8 | GUI display customizations | GUI OPAC Group, Christine | Partially done. Remaining issues seem less important. Changes are being made one by one as people ask for them. | Mostly done; ongoing work will be done as maintenance by Christine (11/03) | ||
| CAT-9 | Migration clean-up lists follow through | Folded into ALL-1, 020919 | Medium | |||
| CAT-10 | Knovel Vendor supplied bib records | Rebecca, Beth, Tracy | Done (though we didn't use vendor supplied records) [040929] | Medium | ||
| CAT-13 | Kluwer vendor supplied bib records | Beth, Kim, Jennifer Edwards, Christine | Load bib records into Barton for ejournals available in Kluwer package (rather than piggybacking URLs onto print records and creating e-only bib records individually) | Record set has been tested in walter, SerCat is reviewing and cleaning up problems. Records were loaded on March 19, 2004. The majority of the cleanup has been completed, and Walter Powers is working on the rest of it. [040929] | mid-March 2004 | High |
| CAT-14 | Wade-Giles -->Pinyin Conversion | Beth | Pinyin is now the preferred conversion method for Chinese, rather than W-G. There should be a relatively small number of records in our system affected by this. | Will be done manually by Grace; doesn't involve BAG anymore so we're considering it done, 040929 (even though the actual work hasn't been completed yet). | Low | |
| CAT-16 | Loader for Gov Docs e-only records | Beth, Christine, Maureen O'Donnell, (Kim) | Load bib records for gov docs that are e-only (those that are born electronic) | We determined that it will probably be easier to do this work in-house than to contract with Margaret Mooney for enhancements to the USDOCS system. Completed in Winter/Spring 2005. | ||
| CAT-17 | Safari vendor supplied bib records | Beth, Tracy, Rebecca Lubas, Christine | Load bib records into Barton for books available in Safari package (rather than piggybacking URLs onto print records and creating e-only bib records individually) | Done (though we didn't use the vendor supplied bib records) [040929 | High | |
| CIRC-1 | Place on circshare all BILLS data from 1/1/00 | Christine, LTC's? | Making old billing data from Advance available to circ staff.If file is too large, retain only 1 year | Done! 12/18/01 | Before 12/31/01 when ADVANCE goes | Critical |
| CIRC-2 | Renew selected items | Ex
Libris, Christine, Michael |
Select
items we want to renew (highlight, click, or similar identifying act) and
with one keystroke set in motion renewal process for all selected items. Was available in 12.4; similar function exists in 14.2 cash mgt utility. This was
a Post-Day One development request. It also appeared on the NAAUG 2001
Enhancement List. Not clear whether functionality will exist in Version
16 or a later version. But there's nothing BAG can do about this. |
In Ex Libris's court. Check future versions for functionality | Was High | |
| CIRC-3 | Transfer fines from ALEPH to Bursar and AR. | Christine, Michael, AR, Bursar, Doc Serv? | Possibility of project with Doc Services to accept payment via credit card | done, April 2002 | By Spring semester | High |
| CIRC-4 | Hourly loans due next day near end of day. | Systems, Ex Libris | Item
status 10, 11, 19 set up to be due 1 hour after library opening when checked
out 2 hours prior to library closing. Items currently made due by library closing |
Michael will submit an Enhancement request, 10/10/02 | Was High | |
| CIRC-4 | Cursor default position for user registration | Systems Circ committee, Ex Libris |
Currently jumps to Aleph ID field, where staff should not enter data | Michael says this is no longer an issue, 10/10/02. | Whenever | Low |
| CIRC-5 | Select all in Loans tab | Christine, Michael, Ex Libris |
Create "Select All" feature in Loans tab so change date button can apply to all items | Michael will submit an Enhancement request, 10/10/02. | Medium | |
| CIRC-6 | Investigate why all students aren't captured from Data Warehouse | Christine, Michael, Registrar, Data Warehouse | Registrar says data on new students is there; some people are missing from the nightly extract we get. Check on this script, or write our own. | done, Fall 2001 | By Fall '02 student load | Medium |
| CIRC-7 | Have different expiration dates for borrower statuses 01-03 and for 04-05 for patron loads | Christine | For 01-03: 6 months from load unless Data Warehouse indicates shorter exp date. For 04-05: normal end-of-term date | done, Fall 2001 | By Fall '02 student load | Medium |
| CIRC-8 | Create default fields for adding ID numbers (key type, verification, status) | Christine, Michael | key type=02ver type=00status=AC | done for Fall 2002 load | Medium | |
| CIRC-9 | Delete loan by barcode | Ex Libris | When checking in items from another library, this function would allow a simple way to remove the in transit status | Michael says this is no longer an issue, 10/10/02 | Medium | |
| CIRC-10 | Time due displays in right click for item list screen | Christine, Ex Libris | This now displays with right click in Loans tab | Can't be done (11/03) | ||
| CIRC-11 | Toggle between windows in the CIRC module | Though Ctrl-F6 seems to work in other modules, it doesn't in the CIRC module. Instead, using plain F5 and F6 to "re-activate" each of the windows works. | done, BAG meeting, 10/10/02 | Low | ||
| OPAC-4 | Web standards in the OPAC | Tracy, Nicole Hennig | Implement web standards in the Aleph web OPAC. | ICAU is pushing for this, so we've decided to let Ex Libris do the work on this. We will only pursue web standards in the OPAC once Ex Libris has made it standards friendly in some later version of the system. [040929] | ||
| PROC-1 | HOL access problem | Ex Libris, Christine | Some processing staff can't push holdings records to cataloging. Does not appear to be a permissions problem. | done, January 2002 | ASAP | Critical |
| SER-1 | EDI invoicing | Kim, Christine, Ex Libris | will allow us to input invoices from Swets and Harrassowitz from an electronic data file, such as we had with ADVANCE. | done and in production with Swets, success with Harrassowitz is imminent, so we're calling this done, 3/3/2004 | ||
| SER-2 | Copyset Notes Database | Kim, Greg, Christine | stores all the long copyset notes we had in ADV; these notes had no place to go in Aleph (100 char limit)All data has been extracted from ADV to 'origen' server. | Done! 12/14/01 See http://origen.mit.edu:1134/CSNotes/ | 12/31/01, when ADVANCE goes down | Critical |
| SER-3 | SERITEM-3 | Kim, Christine | "title" or "note" information stored in enum or chron level in ADV is too long to fit (and isn't in proper place) in Aleph. need a report of all such checkin boxes so we can manually fix in Aleph | Got the data out of ADV, but we can't do anything useful with it. So we're just giving up on this (no one has asked about it). 3/13/03 | Low | |
| SER-4 | Receipt History records | Kim, Beth, Tracy, public services staff | we need to figure out a logical workflow for receipt history records, one that makes sense for technical services, public services, and our users | The technical issues have been resolved; now we just need to tackle the intellectual/policy issues. Once we decide those, which is not a BAG thing, we can implement the technical pieces with minimal effort | ||
| SER-5 | Serial Claim report from ADV | Christine, Kim, Local Processing and SerAcq staff | a report of all active claims in ADV. This would give us any "open" claims from ADV, including what the claim code or free text claim message was. Slightly out of date by now, but still could be useful | Done 11/6/01 | 12/31/01, when ADVANCE goes down | Medium |
| SER-6 | Invoices database | Kim, Christine | a database of all serial invoices from ADV, preserving all data (including some that had no place to migrate in Aleph). | scrapped; not worth the effort for the data gained | ||
| SER-7 | Su Docs label printing routine | Ex Libris, Heather, Christine, Kim | the label parsing routines in Aleph don't work for our Su Docs labels | specs given to Jerry at Ex Libris (Summer 2002); until then, Pres. Serv. is either using the typewriter or will modify label before printing. Christine will add to PRB database (3/13/03). We decided on 3/4/04 that since we're getting less and less hard cover gov docs, particularly monographs with Su Docs call numbers, this isn't worth pursuing. | ||
| SER-8 | Move serial order record to current title | Kim, Christine | we took all parent orders only from ADV and linked them to the parent bib. This worked well for comes on orders, but not for true title change situations. We need a report of all serial orders that are open (Status=SV) where the Record status in the 008 is d for dead. That would at least give us sys numbers where the orders might need to be moved. | done, Fall 2003 | needed for Journal Use Study, Fall 2003 | Critical |
| SYS-2 | Cleanup of initial permissions settings | Christine | Initial permissions were set up hastily and some staff probably have access they don't need or shouldn't have. | Need to review all the permissions before implementing Kerberos in Aleph. Christine is contacting staff and adjusting permissions as necessary. Much of the work was done during the upgrade from 14 to 16 in Summer 2005. | ||
|
SYS-3 |
Holdings data export for VERA | Christine, Nicole | Summary holdings statements in VERA come from Barton.Difficulty - can we export bib and holdings data together? | done, April 2002 | High | |
| SYS-4 | Add a web interface to the custom scripts currently only accessible on the server command line. (Note, it won't be a web interface, but there will be access | Rich | For example: SAP invoice feed, AR/Bursar billing, OCLC and other loader scripts, YBP loads. May be done through Aleph's custom services? Will need some form of permission control. | done, March 2004 | ||
| SYS-6 | Write field descriptions for ACQ and Financial tables in the Data Warehouse | Kim, Christine | done, January 2003. Also did Item data, which Joan finished up. | High |