OCLC Web Scale

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OCLC Web Scale Management

The Library at the University of Tennessee at Chattanooga will be implementing the OCLC Web Scale Library Management system in the Summer of 2010, with a Limited Go Live for Check in/Check out on August 20th. Full Go Live for Web Scale Management with Circulation, Acquistions, and Cataloging will be August 30th.

Project Timeline

Milestone Resource Due Date Commitment
Workflow Assessment & Recommendations Implementation 7/12 Yes
Project Kickoff Implementation 7/13 Yes
Product Demo Product 7/13 Yes
Initial Data Extraction Customer 7/16 Yes
Complete Batchload Order form for EEBO records Implementation 7/16 Yes
Send file containing EEBO records Customer 7/19 Yes
WCL & WMS Configuration Training Imp/Customer 7/19, 3-5pm Yes
WCL Configuration complete Customer 7/26 Yes
Roll-out WCL to patrons Customer 8/2 8/20 Yes
Initial Data Load (Patron data) DBA 8/2 8/6 Yes
Initial Data Load (Bib data) Metadata Services Complete Yes
Initial Data Load (Item data) Metadata Services 8/2 8/6 Yes
Initial Data Load (Transaction data) DBA 8/2 8/6 Yes
Load EEBO holdings with 856 links in LHRs Metadata Services 8/2 8/6
 No
OCLC Testing complete Imp 8/3 8/9 Yes
WMS Configuration completed Customer/Imp 8/6 8/10 Yes
Testing begins Customer/Imp 8/9 Yes
Testing complete (sign-off) Customer 8/16 Yes
Training Training Team 8/17 Yes
Final Data Extraction Customer COB 8/17 Yes
Final Data Load (Patron data) DBA SOB 8/20 Yes
Final Data Load (Bib data) Metadata Services Complete Yes
Final Data Load (Item data) Metadata Services SOB 8/20 Yes
Final Data Load (Transaction data) DBA SOB 8/20 Yes
Limited GO LIVE Customer/Imp 8/20 Yes
GO LIVE Customer/Imp 8/30 Yes
User Experience Testing UX 9/1 Yes


Project Groups

  • OCLC Project Leads
    • Rob Ross (implementation)
    • Tyler Ferguson (implementation)
    • Mary Alice Robinson (training)
  • UTC Project Leads
    • Jason Griffey
    • Andrea Schurr
  • UTC Implementation Team
    • Jason Griffey, Chair
    • Mike Bell
    • Virginia Cairns
    • Steve Cox
    • Colleen Harris
    • Anna Lane
    • Theresa Liedtka
    • Andrea Schur


Documents

UTC Web Scale Management Implementation Plan

Circulation Configuration Wireframes

Implementation Plan with Working Groups

Minutes of Working Team Meetings

Media Attention

With U of Tennessee Rollout, OCLC's Cloud-Based ILS Enters Early-Adoption Phase

Prep for Migration

Decisions to be made

  • Stop Processing Dates
  • Stop Projects: Feature Films? LP's?
  • Locations and Branch Locations (TUCM & TUCR)
  • 856 $Y
  • 856 $U for databases and physical items
  • Call numbers of Electronic Resources (Safari)
  • Long Overdue Items
  • Patrons with Long Expired Records
  • Locations

Existing data protection

Email sent to ITD 6/30, requesting assistance with steps to archive existing data

New data formatting

Email sent to Richard Gambrell 6/30, alerting to soon-to-be-changing needs


Data Not Yet Transferred

Description Type Number (approx.) To Be Transferred? Next Step From
Electronic Books (EEBO) Bibs 95000 Awaiting EEBO database connector OCLC
Electronic Books (Safari, etc.) Bibs 3000 Being Looked at by OCLC OCLC
Newspapers and Popular Magazines Bibs 30 Awaiting Load by OCLC OCLC
Items changed/added to Bibs after 7/15/10 Items 133 Yes UTC
Patrons not in Banner Load from 8/17/10 Patrons 4000 Yes OCLC
Everything changed/added after 8/17/10 All  ? Yes UTC
Textbooks with Duplicate OCLC Numbers Items 2691 Yes, after cleanup by MP UTC
Microform Holdings Bib/Holding 1733 Yes, after OCLC numbers incorporated in Holdings UTC
Paper Holdings with No Items Attached Bib/Holding 200 Yes, after OCLC numbers incorporated in Holdings UTC
Records without OCLC Numbers Bibs 305 Yes, still locating a handful of OCLC Numbers UTC
Items no longer owned by UTC - removal of our holdings code Bibs  ? Yes, after all other data migration is complete UTC
Items with Office Locations Items 100 No N/A
Items with Pre-Virtua Barcodes Items 100 No N/A
Items with Statuses Pre 7/1/2009 (Long Overdue, Lost, etc.) Items 776 No N/A
Bibs/Items not transferred from ESL Items 147 No N/A
Locally Owned Items (Equipment/Reserves) Bib 1183 Awaiting WMS Reserves Solution OCLC


Requested Changes to WMS or Local

Requested Change WMS or Local? Status Completion Expected
Audit report issue WMS Reported 10/31, temp solution immediately
Serials Display update
 Local In Progress
 TBD
Other Libraries label differently colored
 Local Not Reported
 TBD
Due Date listed with Availability
 Local Reported TBD
All Status Language updated
 Local Reported 8/30
Synonym for Common Address words in Search: St/Street/St., Ave/Avenue, etc
 WMS Reported TBD
Patron display currently limited to 10 names, no next/previous access
 WMS  Reported
 8/30
Patron results list made sortable
 WMS Reported TBD
Override Login needs to be action based, not session based.
 WMS Reported TBD
Include Patron Type on Patron Search results list
 WMS Reported
 TBD
Search by Call # and ISBN in Acquisitions Module
 WMS Reported ISBN first, Call # later
Stack of previous searches needs a Close All option WMS Reported
 TBD
IP Range Geolocation
 UTC
 Reported

















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