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SIERRA: UCSC Experience

SIERRA: UCSC Experience. UCSC Library System - Numbers. 5 campuses Milano , Brescia, Piacenza-Cremona, Roma, Campobasso 1 unique catalogue 2,000,000 + Items 32,000 + Printed serials 12,000 + Ejournals 120,000 + Ebooks. CLOCKSS – Archive Nodes.

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SIERRA: UCSC Experience

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  1. SIERRA: UCSC Experience

  2. UCSC Library System - Numbers • 5 campuses • Milano, Brescia, Piacenza-Cremona, Roma, Campobasso • 1 uniquecatalogue • 2,000,000+ Items • 32,000+ Printedserials • 12,000+ Ejournals • 120,000+ Ebooks

  3. CLOCKSS – Archive Nodes • Global Stewardship and Preservation • Australian National University * Australia • Humboldt University – Berlin * Germany • Indiana University * USA • National Institute of Informatics * Japan • OCLC * USA • Rice University * USA • Stanford University * USA • UniversitàCattolica del SacroCuore * Italy • University of Alberta * Canada • University of Edinburgh * United Kingdom • University of Hong Kong * Hong Kong • University of Virginia * USA

  4. Sierra • Currentversion : • Sierra 1.1.1 • Application-Database Servers • III hosting solution • VMware Virtual Machines • RedHat Linux

  5. Sierra • 1 main DB + 2 ref DB • Theses and HistoricalOrdering (running on Millennium) • 120 simultaneous staff Sierra users • Unlimited web OPAC users • 2 languages ita/eng • 12 Scopes • 5 additionalacquisitionsunits • 1 additionalAssociated Library (Collegio S. Carlo)

  6. Sierra Software Products (1/2) • Acquisitions • Extended Approvalplan Interface, Electronic Ordering • Cataloging • Circulation • SIP2 Circulation Interface, Patron partitioning • Serials • ILL • Management Reports • Patron Services • WebPAC PRO, AirPAC, RSS Feed, My Record Feed, Spell Check

  7. Sierra Software Products (2/2) • Discovery • EncoreSynergy • eProducts • ERM (+ SerialsSolutions), WebBridge LR • Digital Asset Management • Media Mgmt. • Campus Computing • Web Access Mgmt. • Adm • LoadScheduler

  8. Sierra - Step #1: Millennium Hosting 2012

  9. Sierra – Road Map • Oct 2011 Signed Up as Early Implementer • Jun 2012 Project Start-Up • Access to the Sierra partner test environment (“Grizzly Uni”) • Nov 2013 local Millennium upgraded to a hosted server • Dec 2013 Sierra Basecamp project • Sierra Servers preparation (III) • Jan 2013 Preview Mode • UCSC staff could login, search, look at all the functions, but not completetransactions in the system • Feb 2013 UCSC went live • Millennium used for 2 Ref DB’s only

  10. Sierra – Overall Experience • Overnight implementation • Staff worked on Sierra from day 1 • No specific training support needed • Initial slowness at some stations • Local network issues • Sierra implementation • Good overall experience • Library staff got familiar with the new interface in a short time period

  11. Sierra – Issues • Urgent issues resolved quickly • Acquisition receiving, Ref DBs and Media Mgmt. images on WebPAC • Non-critical issues resolved over time • Creating lists of records, Call No searches in WebPAC, rotated indexation for subjects, monitoring space for heading reports, custom limits in Advance search, changes to records not taking effect • Only a few Sierra issues still to be solved • Some part of known issues • Improve display and navigation for subject searches in SDA,display issues for vendors

  12. Sierra – Project Organization • III team • Project manager • Tech experts Profiling specialists Systems engineering • UCSC team • Project manager • Systems librarian • Focal points • Network specialist

  13. Sierra – Project Milestones (III)

  14. Sierra – Project Milestones (UCSC)

  15. Sierra – Staff Training • Self-Training • Focal points (7)CSDirect Sierra Videos CSDirect Sierra FAQ CSDirect Sierra WebHelp • In-House information Training (by focal points) 120+ people (all campuses) 5 sessions x 2 hours • Tutorial • Millennium – Sierra SDA : what is new …what is different(Function/Mode, Tab, Browse Display, Advanced Search,…)

  16. Sierra – Go Live Day • Went live with Sierra • Final conversion 4 hours system downtime • Post-event checklist 2 hours x 5 people at night • … The day after SDA updated on all PC’s Primary modules (CIR, ACQ, CAT) stopped for 3 hoursWebPACworked!

  17. Sierra – Login • Millennium • Login & Initials • Sierra • Username

  18. Sierra – Users UCSC could choose among different solutions to create Sierra users Every Sierra user has Basic Info (Language, Locations served, Stat group, etc.), Applications, Permissions, Workflows, Options, Settings, and Preferences III generated Sierra users by turning every Millennium login and every Millennium initials set into a Sierra user UCSC created workflows by grouping the Sierra functions required by multiple staff members to perform their tasks Based on the Millennium login-initials pair used by every person or on every circulation workstation, UCSC took every initials-generated Sierra user, kept the Permissions, and imported Basic Info, Options, Settings, and Preferences from the login-generated Sierra user. Then adjusted the Accounting Unit (initials element to be integrated into the Basic Info coming from the login). At last, assigned the Workflow(s) as needed.

  19. Sierra – Off-Line Circulation • No Offline Circulation software has been released for Sierra, so far.In order for the existing Millennium Offline Circ software to work with Sierra, UCSC updated the file • C:\Millennium\Offline\offlinecirc.lax • by entering the Sierra-specific port (64001 instead of 4600): • lax.command.line.args=ip=millennium.unicatt.it dataport=64001 $CMD_LINE_ARGUMENTS$

  20. Sierra – Reference DB’s • UCSC two reference databases (Theses, and Archived Orders Information) were not migrated to Sierra – this is an enhancement for a future release. • UCSC still uses Millennium to access the databases after the Sierra conversion, by means of the existing Millennium icons and by entering the same logins and initials as before. • Preserve Millennium old icons • Download the new JAR’s necessary for Millennium

  21. Sierra – Tips for release updates • JARS Download • BE SURE that your network capacity is suitable • An alternative to having every  PC download the jars is to update ONE pc and copy the contents of the C:\Sierra Desktop App\jarcache subdirectory to other awaiting workstations via thumb-drive or CD or similar, • thus bypassing the need to use the network to deliver the update

  22. Sierra – Documentation and Resources • Listserv – Sierra Forum • to post any issues you find while using Sierra and to see the experiences other libraries are sharing 

  23. Renato Mazzocchi renato.mazzocchi@unicatt.it Fabio Marzani fabio.marzani@unicat.it

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