SUNYConnect Advisory Council

Minutes

January 11, 2007

 

 

Present:           Walter Asonevich, Mary Beth Bell, Carey Hatch, Lynne King, Cerise Oberman, Dave Ritchie, Rick Winant, Connie Perrin (Staff)

 

Excused:         John Homburger, Walter Lukhaup, Steven Roberts, Nancy Van Deusen, Maureen Zajkowski, Don Boyce

 

 

MEETING OF DECEMBER 14, 2006

Since there were no minutes submitted for the meeting of 12/14/06, Rick reviewed the agenda items and SAC’s discussions held on that day.  The highlights from Rick’s report are below.

 

Those present on 12/14 in Syracuse included Mary Beth, Carey, Lynne, Cerise, Steve, Rick and Maureen.

 

  • Minutes - The minutes for the 11/16/06 meeting were approved as distributed.

 

  • UUP Grant – Carey reported that the grant is nearing completion.

 

  • CIO Meeting – Cerise, Rick and Carey will be participating in the CIO meeting regarding University-wide Program Planning on 1/12/07 in Syracuse.

 

  • ILLiad – Dana Dietz of OCLC will be presenting Nylink with a price for ILLiad.  An ILLiad conference call has been scheduled for 1/17 with Carey, Rick, Lynne, Mary Alice Lynch and Kathy Miller.

 

  • Shared Services
    • Maureen reported that she has identified five campuses that are interested in participating in a pilot.
    • Moving to version 18 was discussed.  This would be the time to introduce a more consistent WebOPAC across the campuses on the shared servers.  Also raised was the feasibility of moving to one bib record across SUNY if the Ex Libris preferred Aleph architecture (which would have one bib file rather than each campus having its own) is recommended by the Task Force.

 

  • Disaster Recovery Plan – A time frame is being identified for how long the libraries can go without having systems available, i.e. ITEC.

 

MEETING OF JANUARY 11, 2007

Review of Agenda

A discussion pertaining to the SUNYAUG Ad Hoc Committee was added to the agenda at Dave’s request.

 

UUP Grant

Carey said the proposal is ready for submission.  If approved, the money would be used mainly for travel and some equipment.

 

Syndetics

Carey said he will be working on SAC’s endorsement of the recharge proposal.

 

Following some discussion, the members approved the following motion:

 

On motion made by Cerise Oberman, seconded by Rick Winant and carried, Carey Hatch will proceed with the development of the 2007-08 library recharge ,splitting the on-going cost in a  50-50 split between campuses and SUNYConnect. There will be additional discussion with SCLD.

 

ILLiad

The group discussed ways in which to handle the licensing and hosting fees for ILLiad.  The possibility of enabling all the community colleges to participate was seen as a major concern.

 

On motion made by Lynne King, seconded by Cerise Oberman and carried, the SUNYConnect Advisory Council approved Carey Hatch’s recommendation that during the first fiscal year (06-07), SUNYConnect would cover all fees(hosting and licensing) for those campuses which do not currently have ILLiad, as long as they agree to pick up the hosting fee for all subsequent years.  ILLiad licensing fee for all campuses would become the responsibility of SUNYConnect, beginning in 07-08.

 

Carey said he will prepare an overview of his three year plan explaining SUNYConnect’s commitment to fund for a full year and the timelines (beginning with 06-07 or 07-08 for sites not yet using ILLiad).

 

Financial Plan

Carey briefly explained his financial plan spreadsheet and where the expenses are going.  He said he will share more data with SAC in the near future.  Many of SUNYConnect’s financial issues were addressed during other discussions at this meeting.

 

Opposing Viewpoints

Carey described an offer from Gale which would result in significant savings to SUNY for Opposing Viewpoints.  Approaching this offer in a fair manner to all campuses was recognized by SAC as an important concern.  The members decided that the best approach would be a study of usage statistics and costs.  Carey agreed to work on this.

 

Borrowing Task Force Recommendations

Carey said the Borrowing Task Force submitted two recommendations to SAC before the end of 2006 as agreed upon.  The group will be meeting again on 1/16 in Buffalo to discuss four more deliverables.

 

Aleph Update

Maureen’s Aleph update is below.

 

Service Packs

·         service packs are provided by Ex Libris to address bugs and provide updates; no service packs were installed during the v16 campus implementations or upgrades to maintain all servers and campuses at the same service pack release for consistency

·         service pack 1851 was installed on Mohawk at the end of November for testing

·         updates to Aleph have been reviewed

·         final work is being done on automating updates as much as possible across campuses

o        the majority of the changes are at the system level rather than the campus level, though manual updates are needed

o        manual updates - 80 html files (impacting webopac) have been updated with new coding; the number of html files that need to be updated per campus depends on the amount of local campus customization; OLIS will be updating the webopac html files as much as possible (as in the v14 to v16 upgrade, some customizations could not be maintained because the new coding did not support the older customization). 

o        other manual updates - anticipated to be minimal for the campuses

·         the updates across the campuses, and a process for the first service pack installation has been developed

·         it is expected that 14 weeks will be required to install the service pack on 56 campuses across 3 servers; this initial timetable is conservative to ensure that the service pack updates are installed correctly with minimal impact on the campuses

·         the start date will be discussed at the next OLIS/ITEC bi-weekly call

·         information about the process and what is expected of campuses will be announced to the SUNY libraries once the dates are finalized

·         OLIS and ITEC will be evaluating ways to try and streamline the process.  Ex Libris will be included in these discussions.

 

Version 18 upgrade

Ex Libris has not provided any timeframe for when the preferred shared systems architecture will be ready for v18.  Consequently, OLIS and ITEC have started initial discussions on what it might take to upgrade to v18 in our current server environment. No timeframes have yet been proposed for upgrading to v18 (either in our current environment or with the Ex Libris proposed model.)     

 

Aleph support challenges

Ongoing support of Aleph requires the re-thinking the Aleph support environment.  The OLIS has begun work on the following: 

·         articulate the parameters for the service levels and types of Aleph support the SUNY community can expect from OLIS and ITEC

·         move toward a more standard WebOPAC environment based on the Ex Libris defined Aleph functionality; since OLIS cannot sustain significant support for customization, we will need to determine what can be customized without impacting basic functionality so that new or enhanced developments can be applied automatically over multiple campuses.

·         determine the feasibility of moving to the Ex Libris proposed architecture for large shared systems

·         evaluate the feasibility and sustainability offering Aleph managed services across a greater number of campuses and the amount of OLIS staff and skill levels needed to support managed services

·         determine the OLIS staff and skill levels needed for continuing with some level of continued Aleph support at the campus level

·         determining training needs and more effective and efficient ways of delivery

·         ongoing assessment of services

 

Footprints

Footprints is used as an internal tracking tool for OLIS and ITEC to manage the Aleph and SFX support requests that are received from the campuses.  It is also used to manage the internal OLIS and ITEC communication regarding SFX, Dspace and Aleph server support of the operating systems, Oracle databases, Aleph patch and service patch installations, Aleph upgrades, and system administration.  Since it was not implemented as a vetted knowledge base, there is significant sensitive information in Footprints such as Unix and GUI campus logons, patron data, and system administration level configuration information

 

The OLIS has been working on a redesign of the SUNYConnect portal pages that will include an SFTP site that can be maintained more easily by OLIS staff and that will provide access to a broader range of content including OLIS created training and support documents.  A new version of Footprints will also be implemented in the next few months.  This will provide an opportunity to determine ways that information in Footprints might be more accessible.  The OLIS will be creating a survey for the SUNY library community to solicit feedback on their information needs.

 

SAC Task Force on Aleph Shared Services

·         December 20, 2006 meeting

o        finalized Phase 1 Deliverables - recommendations to SAC provided in separate document

o        began review of the Ex Libris proposed architecture for large shared systems

·         Aleph managed services pilot

o        Purchase is in Managed Services as of December 7

o        sites visits are set for the last week of January 2007 and the first week of February 2007 for Niagara, Rockland, Ulster, and Westchester

 

Union Catalog

  • As of November 2006, all SUNY Aleph campuses are represented in the Union Catalog and weekly batch updates continue for each campus.

 

ILLiad

Rick said that he was in contact with Dana Dietz about the consistency of the ILLiad pricing.  SAC agreed that no further action is necessary at the present.

 

Lynne reported on Kathy Miller’s survey regarding the 3 Rs’ role and interest in collaborating with SUNY on ILLiad.  Further discussions are not anticipated for the time being.

 

Digital Library Options

The following decisions were agreed upon by SAC:

 

  • In the Digital Library Financial Plan, Option number one will remain.  Number three was deleted and number two will be reworked.  Changes are due to Carey by 1/22/07.

 

  • A $100.00 content fee will be considered for full-time students.

 

  • Carey will be reworking the financial plan to include twice the amount he presently has.  He, Rick, Lynne, Dave and Cerise will look at budgets in California, Georgia and the Florida community colleges.  Their comparisons will be included in the plan’s appendix.

 

U-wide Program Planning

The group helped Rick identify several issues which he will present at the U-wide Program Planning meeting scheduled in Syracuse on 1/12.  Among the suggested topics were inflation, teaching/research funding, integration of services, Banner, Web issues and student services.  Carey and Cerise will also be participating in the meeting.

 

Old Business

NYSHEI

Carey reported that SUNY has renewed its membership with NYSHEI for the current fiscal year.  Jason Kramer has been selected as the new Executive Director.

 

New Business

SUNYAUG Ad Hoc Reports Committee

Dave discussed a proposal from the SUNYAUG Ad Hoc Reports Committee pertaining to the use of Footprints and what materials should be made available to all SUNY Footprints users.  Members talked about the Aleph support that OLIS is capable of delivering.  Carey said this is not a SAC issue.  He said he will survey the community at the operational level to look at this from a policy-wide perspective.

 

ITEC and SLN

Carey said ITEC is talking with SLN about setting up an environment similar to a commercial hosting service.  Members felt that this is worth pursuing.

 

The next meeting is scheduled for February 15, 2007 in Syracuse.

 

Respectfully submitted,

 

Nancy Van Deusen, Secretary

Draft prepared by Connie Perrin (Staff)