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Kick off Meeting

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Kick off Meeting. SDLN. Spearfish. May 12, 2003. Introducing Ex Libris. Privately held corporation. Corporate offices - Tel Aviv, Israel ... – PowerPoint PPT presentation

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Title: Kick off Meeting


1
Kick off Meeting
  • SDLN
  • Spearfish
  • May 12, 2003

2
  • Introducing Ex Libris

3
Ex Libris - Company Profile
  • 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

4
Mission
Create high quality software for library
automation and data retrieval
5
Products
-ALEPH500 -Digitool -Metalib -SFX
6
Installations Around the World
North America Canada United States
Europe
Misc Armenia Australia Cambodia China Cyprus Egypt
Israel Japan Singapore South Africa Taiwan Turkey
Austria Belgium Bosnia-Herzegovina Bulgaria Czech
Rep. Denmark France Germany Greece Holland Hungary
Iceland Ireland Italy Latvia
Liechtenstein Lithuania Luxembourg Macedonia Norwa
y Poland Portugal Romania Russia Slovakia Spain Sw
eden Switzerland United Kingdom Ukraine
Latin America Argentina Brazil Chile Colombia Guat
emala Mexico Peru
7
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

8
The Project from now till the Switch to
Production
9
  • Major Activities
  • Planning and preparation (kick-off and systems
    analysis sessions)
  • Installation
  • Training
  • System Setup
  • Conversion
  • System testing and acceptance
  • Switch to production

10
  • Planning and preparation
  • Kick Off Meeting
  • System Analysis

11
  • 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

12
  • 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

13
  • Installations

14
  • Installations
  • Hardware, file system, OS, etc.
  • Oracle, Apache, ALEPH500
  • ALEPH client
  • WEB Browsers

15
  • Installations
  • Install 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

16
  • Installations (misc)
  • Test and production servers
  • Install fixes

17
STP
Training
Conversion
Set up
Testing
18
  • Training

19
  • Training
  • Ex Libris trains the project team
  • Ex Libris trains the end-users

20
  • Training
  • Training 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

21
  • System Setup

22
  • ALEPH Setup
  • Create local environment - open local libraries
  • Prerequisites
  • Installation completed
  • System analysis completed
  • Create basic setup (necessary for running
    conversion)
  • Prerequisites
  • Customers knowsledge of the system allows to
    actively participate in the setup process

23
  • ALEPH Setup
  • Setup and customization of modules
  • CAT
  • Items
  • Circ
  • Acq/Ser
  • WWW-OPAC
  • Setup of staff users authorizations
  • Setup of system parameters, maintenance
    procedures, tuning of ORACLE for live system

24
  • Setup Stages
  • Create basic setup allowing to run conversion
  • Test
  • Make necessary modifications
  • Test, improve
  • Create full setup
  • Test and accept the system

25
  • 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)

26
  • Conversion

27
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

28
  • System Testing Acceptance

29
  • System testing Acceptance
  • General system functionality to be tested on demo
    system right after installation

30
  • 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 Test
  • Circulation, ILL
  • Acquistions
  • Serials

31
  • Switch to Production

32
  • 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

33
  • Working procedures

34
Project Plan
  • As a result of this meeting a more detailed
    project plan will be sent.

35
Communication
  • Mailing list
  • sdlnproject_at_listserv.exlibris-usa.com
  • Weekly phone calls

36
Training Meetings
  • This week (4 days)
  • Kickoff and preliminary system analysis
  • Introduction to ALEPH

37
Training Sessions Meetings to be Scheduled
  • Additional system analysis and conversion
    analysis session
  • Training Sessions
  • Consultation days

38
Documentation
  • Web Guide
  • Documentation CD (Training Documentation)
  • Documentation Portal
  • On-line Help
  • Tables Documentation
  • How To Documents

39
Reports
  • Activity reports part 1 2
  • Monthly reports

40
  • http//www.exlibrisgroup.com/
  • www.exlibris-usa.com
  • marina.spivakov_at_exlibris.co.il
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