1991 FCLA Jt Mtg (plan)

1991 FCLA Enhancement Workplan

The libraries' representatives to the FCLA Technical Services and Public Services Committees and the FCLA Liaisons met in Gainesville October 18 and 19 for the annual Joint Meeting to discuss FCLA project priorities for the next twelve months. The results of that meeting have been reported in the paper titled "1989/90 FCLA Enhancement Ballot Results". This document is an extract from the report and reports only those projects that received the highest priority as described below.

At the Joint Meeting each university's consensus was expressed by point assignment. Each university had ten points for each of five subsystems -- acquisitions/serials control, cataloging/authorities, circulation, LUIS/tech searching, and system-wide -- for a total of fifty points. Within a subsystem, the points could be distributed however they wished: one point each to ten projects, ten points to one project, or anything in between. In addition, each university had five "superpoints" to assign irrespective of subsystem to indicate their top one to five projects. All five superpoints could be assigned to one project if desired.

The highest ranking projects follow. The "Across Subsystems" column reflects the superpoint assignment. The "Within Subsystem" column reflects assignment of the ten points for each subsystem. The items are organized by subsystem, and within a subsystem, the items are ordered by number of "within subsystem" points. To be listed here as a "priority", an enhancement received more than 10% of the "within system" points or received at least one superpoint.

ACQUISITIONS/SERIALS CONTROL

Across Subsystem %Within Subsystem %Enhancement
27 Relink of order records which have no pay statements.
Allow staff to move an order record linked to the wrong copy statement or wrong bibliographic record to the correct statement or record.

Status: waiting on Feb. design meeting with NU's Veneziano and Aagaard
Resources: unknown until after meeting

2 24 Reports.
Furnish additional management reports to aide in acquisitions and collection development activities. Reinstate pre-NOFA report of payments for each title.

Status: active for 3 reports; waiting on specs for other reports
Resources: 1 person - month per report (average)

17 Automatic renumber of receipt, memo, and note statements.
Provide the ability to rearrange the sequence of statements within an order record without having to manually renumber each statement.

Status: waiting on Feb. design meeting with NU's Veneziano and Aagaard
Resources: unknown until after meeting

14 Vendor record index for names.
A vendor record currently can be accessed only by vendor code, which may or may not be derivative of the vendor name and cannot be changed once the record has been created. In addition, the complete code must be entered to retrieve a vendor record; truncation is not allowed. An index to an editable, variable length vendor name field would greatly improve online retrieval of vendor records.

Status: waiting on FCLA resources
Resources: 4 person - months

CATALOGING/AUTHORITIES

Across Subsystem %Within Subsystem %Enhancement
16 27 MHI Tech mode (testing and conflict reports). Use of FCLA-resources to prepare for the implementation of MHI.

Status: active; part of release 4.6
Resources: 20 person - months

19 Copy statement relink with all associated data as long as items are not circulating and attached order records have no pay statements.

Status: waiting on Feb. meeting with NU's Veneziano and Aagaard
Resources: unknown until after meeting

2 16 Derive/overlay for bib and authorities.

Status: waiting on FCLA resources
Resources: 8 person - months

2 13 ONI real-time load and update.

Status: waiting on 4.6
Resources: 15 person - months

CIRCULATION

Across Subsystem %Within Subsystem %Enhancement
9 22 Implement 4.6 HAS (i.e., list of items patron has charged out) command enhancements.

Status: active; part of 4.6
Resources: 4 person - months (half for debugging)

9 20 Display improvements in F&B online system.

(1) Add item bar code, function code to current display on "bill" screen. Display location stored in bill record instead of current owning location of item.
(2) On summary bill screen, add service unit to display for each bill. Add index- like capability for browsing through bills (i.e., ability to use PREV and NEXT, instead of returning to the summary screen after each record).

Status: waiting on FCLA resources
Resources: 9 person - months (for feasible improvements)

2 12 Customized notices
Institution specific text on circ notices.

Status: waiting on a spec from circ librarians
Resources: 6 person - months (for simple variations)

2 7 Bar code display on all item screens.

Status: waiting on FCLA resources
Resources: 6 person - months

2 3 Add call number breakdowns to monthly statistics.
Add simple breakdowns by initial characters of call numbers, separated by call number type.

Status: waiting on FCLA resources (needs specs)
Resources: 6 person - months

2 2 Course reserve: LUIS indexes.
Author, title, subject, course no., instructor, etc. indexes available in LUIS.

Status: waiting on FCLA resources and 4.6; NOTIS promises this some day
Resources: 8 person - months

LUIS/TECH SEARCH

Across Subsystem %Within Subsystem %Enhancement
16 21 Implement keyword/Boolean.
Implement at least a phase of K/B (e.g., some fields, some terminals). Evaluate Inquire, Stairs and Spires as alternatives to BRS.

Status: active but will have to come after 4.6
Resources: 2 person - months for assessment of alternatives to BRS
8 person - months for installation of alternative

14 18 MHI LUIS development.
Use of FCLA resources to develop the LUIS component of MHI for implementation earlier than expected from NOTIS. Includes new union index.

Status: active as an FCLA addition to 4.6
Resources: 6 person months for regular catalogs
4 person months for union index

2 9 Expanded call number index (i.e., shelflisting).
More data such as author, title location. Status: waiting on FCLA resources (needs specs)

Resources: 2 months for a spec; unknown for development

5 8 Journal article databases (i.e, Wilson indexes and ERIC).
Use FCLA resources to develop access to these databases.

Status: waiting on funding, except for preliminary investigations
Resources: 4 person - months per database to start up 2 person - months per databases per year to maintain

2 8Shortened bibliographic information display in LUIS with option for expanded display.

Status: waiting on 4.6 and FCLA resources (needs specs)
Resources: unknown

2 2 COM/CDROM backup to the OPAC.
Produce the data in print image form to be sent to a COM or CD-ROM vendor.

Status: waiting on FCLA resources
Resources: 3 person - months

SYSTEM-WIDE

Across Subsystem %Within Subsystem %Enhancement
2 20 ALA character set.
At least staff support for record maintenance.

Status: waiting on FCLA resources (needs specs)
Resources: 2 person - years

2 19 Subfield level security.
For location and call number subfields of copy statement.

Status: waiting on FCLA resources
Resources: 4 person - months

2 19 Improved SUMM functionality.
Retain bib index, wrap around in index, forward/backward browse, improved efficiency, same order as in LUIS display, inclusion of NOTIS key in LT display for the summary holdings display of item records.

Status: waiting on FCLA resources (needs specs)
Resources: 4 months to spec; unknown for development

5 14Develop or identify a report generator and provide training in its use.

Status: waiting on a spec from somewhere
Resources: unknown