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PostPosted: Fri Sep 16, 2011 10:31 am 

Joined: Mon Jun 14, 2004 8:59 am
Posts: 42
Location: Northumbria
Sunderland University are the latest institution to kindly agree to host the next Northern Talis User Group meeting.

It will be held on Tuesday 6th December, Registration and refreshments will be from 10:30, and we would expect the meeting to conclude at around 3pm.

To book a definite place please email tracey.temple@northumbria.ac.uk by Monday 28th November with the following details completed. As ever, items for the agenda and offers of presentations will be most welcome!

Please reserve ............. place (s) for
The Northern Talis User Group Meeting on 6th December 2011

Name(s)

Organisation

E-mail Address(es)

Agenda Items

I would like to do a brief presentation on ….


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PostPosted: Mon Nov 21, 2011 10:54 am 

Joined: Mon Jun 14, 2004 8:59 am
Posts: 42
Location: Northumbria
A reminder that registrations for the Northern Talis User Group on 6/12/11 need to be in by Monday 28th November :)






Sunderland University are the latest institution to kindly agree to host the next Northern Talis User Group meeting.

It will be held on Tuesday 6th December, Registration and refreshments will be from 10:30, and we would expect the meeting to conclude at around 3pm.

To book a definite place please email tracey.temple@northumbria.ac.uk by Monday 28th November with the following details completed. As ever, items for the agenda and offers of presentations will be most welcome!

Please reserve ............. place (s) for
The Northern Talis User Group Meeting on 6th December 2011

Name(s)

Organisation

E-mail Address(es)

Agenda Items

I would like to do a brief presentation on ….


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PostPosted: Fri Nov 25, 2011 12:28 pm 

Joined: Mon Jun 14, 2004 8:59 am
Posts: 42
Location: Northumbria
Agenda for the 6/12/11 Northern Talis User Group meeting, to be held at Sunderland University

10:30 – 11:00 Coffee and Registration
11:00 – 12:30 Welcome & closed session – Topics to include new Marcgrab, Documentation, Engage, Chair, renaming of iTUG and Lis-talis
12:30 – 1:00 Lunch
1:00 – 3:00 Afternoon session
Recap of Morning session
Talis News
AOB
DONM & Host
3:00pm Meeting closure


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PostPosted: Thu Jan 05, 2012 5:00 pm 

Joined: Mon Jun 14, 2004 8:59 am
Posts: 42
Location: Northumbria
Minutes of the Northern Talis User Group

University of Sunderland, 6/12/11

Registered attendees:-
Karen Reece, Andy Latham (Capita), John Hudson (Gateshead Libraries and Arts), Chris Rogers (Hartlepool Borough Council), Carolyn Waite (Lancashire County Council), Sandra Sharp (Leeds Library and Information Service), Liz Brown, Tracey Temple, Chris Myers (Northumbria University), David Tanner, Tony Gee, Katrin Wardle (NYCC Library and Community Services), Glyn Sinar (One Connect Limited, Preston), Colin Copeland, Russell Hall (South Tyneside Libraries) Julie Archibald, Joanne Naylor (Teesside University), Christine Smith (University of Bolton), Tom Hyland, Laura Usher Frost, Carol Bevan, Ian Frost, Wendy Tasker, Leigh Richardson (University of Sunderland), Ciaran Talbot (University of Manchester).

Closed Session included reviewing the Minutes of the last meeting

Support
Depending on the complexity of the call raised, some calls were answered almost immediately, some are a lot slower to get resolved. Some calls when resolved do not have full details of how they were fixed, this can be handy to look back on if the same problem reoccurs. It was mentioned that some calls are dealt with quicker if they are brought up more publicly on lis-talis. Karen explained that there has been a shuffle around of staff, as well as additional staff employed, 3 new developers, a Professional Services Manager, a new Account Manager, and Brian Crampton has moved from consultancy to Support.
Capita are now offering a full hosting service for the LMS, Chorus, which has already been taken up by three institutions.

Capita Website
The new Capita website was felt to be more of a sales site than a support site. The text was too small for some, different formatting styles, documentation, where available, was difficult to find, with outdated versions and sometimes unhelpful as too generic. The old Talis site search box that could search the site, documentation and forums was very useful, will it return? Capita explained that the new website has a basic structure, the next phase to develop it is to tackle documentation, ensure no double versions, make them more discoverable. The mini product sites can all be accessed using http://www.capita-libraries.co.uk/product name/, for example http://www.capita-libraries.co.uk/alto/

Prism 3
There was a discussion about the obvious differing needs of academic and public libraries. Public libraries felt that Prism still had a way to go to make it simple enough for all users to be able to use, the example quoted was an 88 year old borrower, however academic library users did not have this problem at all. Since the introduction of the ‘Check availability’ button, complaints have reduced, simple changes can mean a lot to some customers. Prism should be intuitive, and if users are having difficulties, feed that back to Capita. It would be good if Help was more configurable, so that libraries could tailor it to suit the clientele. Perhaps a juice extension to link to context sensitive help files.
What happens to the feedback that Capita is sent? This feedback is looked at by Capita staff, and used to pick up on the biggest area of customer concerns.
Items on the Prism roadmap that appear to be delayed – augmented discovery and BDS

Augmented discovery, on the roadmap for this quarter, but no other release information is available yet. Capita explained that Augmented Discovery is the ability to add and search other information sets through Prism, for example Calm datasets, historical photographs, all of which can be indexed in Prism 3. A search for Samba could produce results showing books on samba or local dance classes. Capita are currently investigating dataset requirements, Calm will be the first one to be used. Users can choose whether to search Prism, Calm or both. This functionality should be available after the Customer Community Collaboration has been released, looking at early 2012.

With BDS came the promise of further enriched content, when will that become available? Capita have the data and are awaiting a suitable time to implement it. Work is needed to ensure that the data enters in the right place in Marc21 records, taking care to not overwrite our local data, scheduled to begin work in January.
Community collaboration features – on the roadmap for July-Sept.

Juice
Can juice extensions be incorporated into standard Prism? Some extensions are down to personal preference, but some should be included as basic functionality, such as requesting a PIN. Some extensions are not straightforward to implement, one library is struggling to use maps, and a lot of libraries simply do not have the available IT expertise to be able to use it. Capita are wanting to run ‘how to’ sessions with Juice in January, to make Juice almost semi-supported, so that libraries can use extensions to their own level of expertise, and ask Capita for help. Some welcomed the suggestions, although others felt that some of the Juice functionality should be part of the product, and not an add-on. It was suggested that Juice could be added to all tenancies, so that extensions could be applied individually, still retaining the element of choice.

Engage
When Talis Information separated, Capita didn’t take Engage, Talis Group said they would support it. A few months later and Talis Group said they would no longer be supporting the product, but would help authorities export their data into other systems. Capita looked into taking on the product, but it wasn’t a feasible option. There are viable alternatives, easy to import the data into them, but costs can be prohibitive

Ideas
Ideas was still felt to be a useful tool, especially as 20% development time is supposed to be given to items generated, but it was queried why the most popular idea, the ‘Reserve Now’ button, raised over a year ago, with 27 votes was still in the state of under review. Capita are looking to find scheduling time for the Reserve Now feature, but need more developments on the LDS, which will then be able to return reservable items to display in Prism, for instance if it can’t be reserved, a meaningful message could display, or the Reserve Now button could be greyed out. All ideas are regularly reviewed. Integration ideas can also be raised, to see if there are any more areas that can be developed with Keystone, Connect and Bridge.

Marcgrab
Problems with items not being exported to Prism 3 have been resolved after the installation of the new marcgrab. Documentation on error report handling was considered to be too complicated, suggesting that Cataloguing and System Manager skills were needed to be able to maintain and monitor the marcgrab. Nearly 85% of the customer base is now using the new marcgrab, a paper has been written by Andy Latham giving an overview of how the new LDS works. http://www.capita-softwareandmanagedser ... erview.pdf

Admin Console
Capita have promised that the Admin console is going to be developed, more control is definitely needed. One major frustration is not being able to upload an individual file, it has to be the full tenancy folder. If lots of changes are being tested, this is very time consuming as each upload can take over ten minutes. Community collaboration features are on the roadmap, that is in active development for the console.

Exporting Marc21 records
A couple of libraries have been asked by Coutts to provide item records in order to aid the de-duplication of supplied patron driven e-book records, in Marc21 format. There used to be information on the old Talis website about how to do this, possibly a curlgrabber script, but this is no longer available. Capita are now in consultation with Coutts to find out what they need, and will work to provide us with a script to enable this.

Alto – lite!
Capita are currently working on a prototype of using Alto on a tablet device. It will be a web front end accessing database using LDS with basic functionality, such as issuing, renewing, returning items, paying charges, changing PIN, adding new borrowers, all in real time. Sunderland expressed a strong interest as staff already patrol floors with iPads. Reservation functionality would be useful, and the ability to disable the viewing of borrower details would be essential for community libraries. The tablets would need wireless capability, developments could include a plug in rfid reader for issuing, catalogue access for stock checking, maybe wrap as an app so the camera could read barcodes.

Account meetings
It was queried as to what should be the frequency of Account Manager meetings. Karen responded that it is entirely down to choice, as frequent as the customer wants, whether it be monthly or annually.

Platform

Concern was raised at the thought of Talis owning the platform that Capita products sit on. Capita assured the group that there was regular contact between the companies, with good relationships. Legal contracts are in place, along with contingencies and Ebsco agreements. Two years notice must be given before Talis can withdraw services, if costs suddenly increase then discussions would be held with customers, but this is not expected. Any risk is for Capita to concern themselves with, not customers.

Reservations
An update on the progress of Reservation development was asked for. Although improvements were intended for release with Alto 5.3, the development focus has been on the removal of PC dependent processes (such as cataloguing services) so that they can run on servers. This is an enormous job with multiple phases. There may be an interim release to include smaller updates, and customers can choose whether to upload the smaller update or wait for 5.3.

Notifications
The vision for notifications is to be able to make changes in Alto, users can set their own preferences in My Account. Notifications can be created and amended using the Admin Console, similar to using the Google Doc editor, so can specify fonts, can configure when they run, Capita are creating better tools for simpler processes. Existing requirements will remain, they will still be configurable. These changes will come in phased increments, within the next year.

Decisions
Developments to include Google analytic style investigation of Prism 3 usage, as well as Sentry gate reports.

Ill workflow
University of Central Lancs are helping to develop an auto catalogue lookup procedure for interloan requests starting January 2012, to be rolled out to be able to search Worldcat and Copac, creating requests that are imported directly into Alto ready for staff to review and verify.

Chair
Unfortunately Glyn Sinar can no longer Chair the group, and will be standing down after three years, as his new role is no longer involved in library support. No-one was keen to volunteer to take on the full role, so alternatives were suggested, such as the meeting host could also be Chair, but it was felt that that may reduce the chances of institutions offering to host! Leigh Richardson from Sunderland has offered to host the next meeting, with subsequent meetings to be chaired by volunteers from Lancashire County Council and NYCC Library and Community Services. Glyn was thanked for all of his hard work during his time as Chair of the group.

Renaming of iTUG, NTUG and lis-talis.
As Capita are not part of Talis, we should no longer be using the Talis name. It was suggested that the Independent Talis User Group be renamed the Independent Capita Libraries User Group, with the rather catchy iCLUG for short. The northern group would be iCLUG (Northern Region). As Dawn Petherick, the current administrator of lis-talis will be stepping down shortly, a new Administrator will be needed, possibly from an academic institution. A name change will also be required.

DONM
To be decided. Leigh Richardson will be chair
Venue – awaiting confirmation.


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PostPosted: Mon Jan 09, 2012 10:01 am 

Joined: Mon Jun 14, 2004 8:59 am
Posts: 42
Location: Northumbria
Oops, in my haste to get the minutes out, I overlooked an error.

Please note, the sentence "Leigh Richardson from Sunderland has offered to host the next meeting, with subsequent meetings to be chaired by volunteers from Lancashire County Council and NYCC Library and Community Services” should read "Leigh Richardson from Sunderland has offered to chair the next meeting, with subsequent meetings to be chaired by volunteers from Lancashire County Council and NYCC Library and Community Services”

My apologies to all concerned. :oops:


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