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Third Barton Transition

Timeline

The following timeline for the Third Barton Transition is ambitious and at this stage still incomplete. Items will be added to this timeline as they are scheduled. If you're looking for the timeline for the entire 3rd Barton Project click here.

You can also see a month by month version of the timeline here.

Please note that the training sessions listed below are 'train the trainer' sessions and are limited to a small group of staff. We will be scheduling widespread staff training in the coming months.

Dec 2000 -- Jan 2001 -- Feb -- Mar -- Apr -- May -- Jun -- Jul -- Aug -- Sep

When: Who: What:
Dec 18, 2000 Libraries/Ex Libris

Kick off meeting

See Dec. 22, 2000 newsletter.

Dec 18, 2000 Ex Libris

Delivers documentation for ALEPH 500 version 12.4

12-18-00 -- Documentation available for 12.4

Jan 3-5 2001 Libraries/Ex Libris

Systems analysis meetings

1-5-01 -- Systems analysis meetings held. More information about these is in the Jan 19 newsletter.

Jan 9 Libraries

Functional teams deliver sample data to Christine

1-16-01 -- Acquisitions and serial data delivered (see data page)

Cataloging data delivered

1-23-01 -- Circulation data delivered

Jan

Ex Libris/Libraries

Delivery of file of publication patterns for matching purposes

1-24-01 -- Libraries receive file of Notre Dame titles

3/1/01 -- Libraries receive file of McGill and Boston College titles

by Jan 11 Ex Libris

Delivery of all manuals and documentation

1-11-01 - Question about 14.2 documentation sent to Ex Libris

1-16-01 - Libraries receive 14.2 Z tables (Oracle tables) needed for conversion purposes

1-30-01 - Libraries receive 14.2 documentation for systems functions

3-7-01 - Libraries received CD with all 14.2 documentation

Jan 15 Libraries/Ex Libris

Implementation plan complete

1-19-01 -- The implementation plan is basically this timeline plus some added documentation and revisions.

Jan 24 Libraries/Ex Libris

Systems Administration Training Pt.1

Jan 30 Libraries/Ex Libris Systems Librarian Part 1 Training
Jan 31 Libraries/Ex Libris GUI OPAC training - two sessions
Feb 1 Libraries/Ex Libris HTML customization training
by Feb 1 Libraries/Ex Libris

Conversion specifications completed for all data and delivered to Ex Libris

2-1-01 -- All configuration guides except for OPAC/Cataloging sent to Ex Libris; OPAC/Cataloging due 2-2-01

2-8-01 -- All configuration questionnaires sent to Ex Libris

by Feb 1 Libraries

Sample data delivered (50,000 records)

1-23-01 -- Sample bibliographic records delivered

2-1-01 -- All data delivered to Ex Libris except for eight files due to be sent 2-5-01

2-8-01 -- All data delivered to Ex Libris except for one file due to be delivered 2-8-01 or 2-12-01

2-12-01 -- Last file sent to Ex Libris

Feb 6-7 Libraries/Ex Libris Conversion analysis training

by Feb 15*

Libraries

Hardware installed and tested

1-23-01 -- Hardware has arrived; continues to be installed by IS staff

1-24-01 -- Server handed to Ex Libris staff to begin installation of Oracle and ALEPH 500.

by Feb 22*
Libraries/Ex Libris
ALEPH 500 and Oracle installed
* This is the date in the contract; in reality we'd like to get the hardware and software installed ASAP.
by March Ex Libris Software installed
Mar 6-7 Libraries/Ex Libris Cataloging part 1training
Mar 8 Libraries/Ex Libris Cataloging training for serials staff
Mar 13-14 Libraries/Ex Libris

Systems Librarian part 2 training

by Mar 15 Ex Libris Load of Subset sample data
Mar 20-21 Libraries/Ex Libris Systems Administration part 2
by Mar 30 Libraries Complete review results of sample data and report problems/required changes
Apr 1-19 Ex Libris Reviews reported problems and adjusts programs/conversion specifications and re-runs sample data as required
Apr 9-10 Libraries/Ex Libris Acquisitions training
Apr 12 Libraries/Ex Libris Cataloging 2 training
Apr 17-19 Libraries/Ex Libris Serials training
Apr 1-Apr 20 Libraries Extraction and initial processing of Full Load data files
Apr 20 Ex Libris Begin conversion of full load
May 1 Libraries/Ex Libris

Full test system available

5-14-01 - Full test system available

May 1 Libraries Last day to get regular orders to Monograph Acquisitions
May 1-2 Libraries/Ex Libris Circulation training
May 4 Libraries/Ex Libris Circulation training: ILL
May 14 Libraries/Ex Libris Cataloging training, pt.3 - tables
May 16 Libraries Last day for libraries to get RUSH reserve orders to Monograph Acquisitions
May 26-29 Ex Libris

Ex Libris reloads/reindexes full test load

Delayed due to grammy being down. Will complete indexing by 6-3-01.

May 27 Libraries Completes reviewing results of full test load and reports problems/required changes
May 29 Libraries/Ex Libris Circulation training: Reserves
May 29 Libraries Last day for title changes, splits, and mergers. Last day to send new serial titles to Serials Cataloging.
Jun 1 Libraries Last day to place orders in ADVANCE
Jun 4 Libraries Last day for Acquisitions to receive and create invoices
Jun 4 Libraries Last day to add, modify, or delete bibliographic or authorities data.
Jun 5 Libraries Send 'in house edits' to LTI for processing.
Jun 5 Libraries/Ex Libris Reports training
Jun 5-7 Libraries Last day for Administrative Services to authorize/validate invoices
Jun 6 Libraries Off loading of bibliographic data begins.
Jun 6-7 Libraries/Ex Libris Table consulting
Jun 8 Libraries Run final reports for acquisitions. Run year-end closing in ADVANCE
Jun 11 Libraries Admin Serv. reviews final financial reports
Jun 12 Libraries Christine begins extraction of acquisitions data
Jun 15 Libraries Last day to add, modify, or delete barcoded items, journal check-in records, or reserve records.
Jun 17 Libraries Begin offloading all data except for circulation data.
Jun 27 Libraries/Ex Libris Final Data Load: Extraction and initial processing of final full data file (except Circulation) delivered to Ex Libris
Jun 28 Libraries/Ex Libris Final conversion begins
July 1 Libraries Circulation on Advance ceases
July 3 Libraries Circulation and circ-related data extracted and delivered to Ex Libris
Jun 3-8 Libraries/Ex Libris Conversion of circulation data
ongoing Libraries Training for staff in staff modules and OPAC
July 9 Libraries/Ex Libris ALEPH goes live
Jul 9-13 Libraries Test of final load - if necessary
Jul 18 Libraries Celebration of ALEPH going live
by Aug 31 Libraries Summary of lessons learned and issues to be resolved
Sept 1 Libraries/Ex Libris Final acceptance of ALEPH
TBA Libraries/Ex Libris API training
 

Contact 3rdbc@mit.edu with comments.

Last updated 8/1/01