KY Virtual Library Advisory Committee Minutes

1:00 p.m., March 31, 2006

Frankfort, KY

 

Present: Mike Binder, Anne Chase, Fannie Cox [also for Hannelore Rader], Diane Culbertson, Charlene Davis [for Jim Nelson], Carol Diedrichs, Holly Hedden [for Rose Davis], Chela Kaplan, Al Lind, Norma Northern, Lisa Rice, Donna Travillian, Sheree Williams [for Shelley Burgett], Enid Wohlstein, Laurene Zaporozhetz

 

Absent:  Shelley Burgett , Rose Davis, Stuart Johnston

 

Also present:  Tari Keller

1.            Member Update

Lisa spoke about KPLA planning.  Leslie Burger, ALA President Elect, will be the keynote.

Donna said she was just very busy.

Charlene reported that KDLA’s Technical Training was currently being deployed.  The initiative is supported by the Gates Foundation.  Training will be available online live, online any time, and in person.  No cost to participants.

Sherree had nothing to report.

Holly  reported that VLUG is seeking a Chair Elect to be on the June ballot.  In June, Kentucky SOLINET Users’ Group and VLUG will have a combined meeting.

Carol reported a new provost is coming to UK on 1 July.  The UK library system will report to him.  UK is working on the Top 20 Business Plan and a three-year strategic plan.  Also, UK Libraries will be a partner in the Bluegrass Festival of the Book with many events taking place in Young Library rotunda.

Fannie reported that the new wing opened recently and the robotic retrieval system is live.  IT has moved to new offices.

Anne reported the that the Appalachian College Association is negotiating database contracts, of which several of the AIKCU colleges and universities will benefit.

Diane mentioned the KSMA Summer Refresher will be at Henderson High School on July 11th.  Over 200 LMS’s are expected to attend.

Laurene had nothing to share today.

2.            KYVU/VL Update  [Lind]

KYVU has begun strategic planning with a new mission, vision and goals.  We anticipate the Council will approve these in July.

A Blackboard agreement has been reached to cover four years, even with institutions using different versions, at a significant cost savings.  KCTCS has been using Angel and WebCT.  KCTCS will migrate off those and currently, plans to have the summer courses in Blackboard.  KYVU can drop WebCT but will keep Angel for our agency partners.  KVHS is looking at Blackboard also.

Tim Chase, the KYVL Senior Reference Librarian, left us in February.  He will be missed.

3.            SACS Response Update [Lind]

The SACS will be FedX’d today.  There were 25 recommendations, some of which have been completed already and others are in process.  We anticipate a Fall 2006 completion. 

4.            Budget Update  [Lind]

CPE, KDE and EPSB have been working together to submit a joint budget request under the name of KEN:  the Kentucky Education Network.    In the Governor’s Budget, the first year was set for $5 million and then $15 million the second year.  Also in the budget was a one-time amount of $8.9 million.  The items were in the House and Senate budgets but we don’t know if the funding has made it to the final budget.

Other joint budget requests include Internet2 and a seamless P20 data warehouse, as well as virtual learning resources, i.e. learning object repository. 

For KYVL, in the House, Senate and Governor’s budgets were $85,000 per fiscal year to restore the courier service to its original level and then $350,000 in the 2nd year of the biennium for databases.

For CPE, a $10 million Technology Bond request exists but there is a list of projects totaling over $120 million that could qualify.  The process on deciding what is funded has not been decided yet. 

The KYVL Senior Reference Librarian position is on hold till the budget has been finalized later this spring.

5.            Database RFP Status [Wohlstein]

The RFP was issued in March and closed in mid-April.  From the time it left our office and went to the Office for Material and Procurement Services at the Finance and Administration Cabinet, the schedule was in the hands of OMPS.  Everyone involved has been under non-disclosure, even before the release of the RFP.

6.            Integrated Library System Task Force Progress Report  [Keller]

Tari provided an update on the ILS Task Force progress.  Two surveys have been issued – to technical staff and to consortium users.  Tari distributed both a progress report and a current summary of the survey results.  Progress Report is attached.

7.            Ex Libris Status

After much debate and work by the Portal Workgroup members and UK IT staff, we have approval from Ex Libris for our spec for a Metalib/SFX server.  Tim’s departure from KYVL may well through a kink in the works since we had planned for him to be our sys admin for the application.

8.            New/Replacement Members

Laurene took over for Lee Van Orsdel and will finish her term, ending in June.  Lisa’s term as Chair will end in June but her term continues to June 2008. 

We need to select a Vice Chair.  Enid will put together a rotation list and a list of past Chairs.

9.            Other News and Discussion

10.       Meeting Adjourned


SURVEY OF CONSORTIUM ILS SERVER CONFIGURATIONS

 

PROGRESS REPORT

 

27 March 2006

 

 

The ILS Task Force is a subcommittee of VLAC (Virtual Library Advisory Committee). 

 

Members are:


Elsie Pritchard (Morehead State University), Chair

 

 

Perry Bratcher (Northern Kentucky University)

Tim Chase (KYVL)

Charlene Davis (KDLA)

John Detweiler (KDLA)

Margaret Foote (Eastern Kentucky University)

 

Paul Fuller (KCTCS)

Tari Keller (University of Kentucky)

Mark Paul (University of Louisville)

Enid Wohlstein (KYVL)


 

The ILS Task Force was asked to evaluate the current dual-server situation as a prelude to fulfilling its charge of seeking a next generation library system.  As a first step, we constructed a survey to solicit information on server configurations at other consortiums.  The consortiums surveyed were recruited from members of the Voyager-Consortium listserv, Voyager Admin listserv and a number of specific ILS consortiums.  Thirteen consortiums responded.  We concentrated on contacting other Voyager sites because their needs more closely resemble ours.  However, we broadened the scope of the survey to include several non-Voyager sites so that we would have information to aid in determining our future ILS needs.

 

Of the consortiums responding:

  • Most are housing their servers at a single site.
  • The survey shows an average of 3 FTE server staff per consortium, and an average of 0.17 FTE server staff per institution.
  • Most use a number of servers and provide a range of services in addition to running the ILS.
  • One consortium, WALDO, uses servers located at a LexisNexis server farm in Dayton.
  • All but one Voyager consortium are using the native hardware platform.  That consortium is hoping to migrate to the native platform in the near future.

 

Twice a month throughout the fall and winter the ILS Task Force met via conference call.  In March we held a face-to-face meeting at CPE offices in Frankfort and included staff from the two server sites:  Bill Sandman (UL), Titus Anderson (UL), Dave Block (UK), and Ray Hyatt (UK).  As a result of that meeting, the Task Force decided to expand the scope of its survey to provide more specific and detailed information. 

 

The expanded survey will be used to get additional information from the original group of consortiums, but we will also seek to add more consortiums to the pool.  Our original survey reached only those people working at hubsites; with the expanded survey we hope to also survey client institutions.  In particular, we would like to know why consortiums moved from multiple to single servers; how single server sites handle disaster recover; how consortiums are funded.

 

Also as a result of the Frankfort meeting, the ILS Task Force asked Enid Wohlstein to request the hubsite administrators to provide an accounting of hubsite expenses.  The Task Force will need this information to evaluate the potential cost savings of moving to a single hubsite, if such a change seems feasible.  The cost accounting should include any equipment upgrades that have occurred, and also note any upgrades that will be necessary in the near future.

 

Data from the expanded survey and from the two KYVL-Endeavor hubsites will enable the ILS Task Force to make an informed recommendation on the direction of the current server configuration.


THE ORIGINAL SURVEY

 

Consortiums responding:

 

Connecticut-Trinity-Wesleyan (CTW) *

Galileo-GIL (Georgia)

Keystone-PILOT (Pennsylvania)

LIBRIS (Connecticut state comm colleges)

LOUIS  (Louisiana)

MnPALS (Was Minnesota's MnLINK)

OhioLINK

ORCA (Washington State Community and Technical Colleges)

Oklahoma State

OPALL - Oregon Pacific *

Scottish Endeavor Consortium *

University of Kansas *

University of South Carolina

WALDO (Westchester)

WRLC

 

* Came from Listserv solicitation.  The rest were targeted consortia.   Eleven of the eighteen consortia contacted directly responded.

 

1.         If each institution in your consortium has its own Voyager server(s) on-site, please tell us why you decided to have independent servers.  

 

      Three consortiums have independent servers for at least some of their institution databases. 

 

  • Galileo-GIL (Georgia)’s two independent servers are located at the Medical College and Georgia State, for political reasons according to the respondent. 
  • The University of South Carolina reported that Clemson and USC have servers locally, but no reason was given.
  • OhioLINK has 59 institutions have independent servers and 23 share a local ILS.   It was important to the libraries to be as independent as possible and be able to have their own local policies and procedures.  They have a Union catalog on a central server with de-duped bibliographic records and item records from each local system with current circulation status information.

 

Integrated Library System in use

 

We focused on contacting Voyager sites because we are in the process of evaluating our current arrangements for hosting our Voyager system. Representative non-Voyager sites were included to provide scope, and to allow us to consider the effect of a different system on our hosting decision.

 

Connecticut-Trinity-Wesleyan (CTW)               Voyager

Galileo-GIL (Georgia)                                      Voyager

Keystone-PILOT (Pennsylvania)                                  Voyager

LIBRIS (Connecticut state comm colleges)                   Voyager

LOUIS  (Louisiana)                                                      Sirsi

MnPALS (Was Minnesota's MnLINK)                        Ex Libris Aleph 500

OhioLINK                                                                   Innovative Interfaces

ORCA (Washington State CTC System)                      Voyager

Oklahoma State                                                            Voyager

OPALL - Oregon Pacific                                              Voyager

Scottish Endeavor Consortium                          Voyager

University of Kansas                                                     Voyager

University of South Carolina                                          Innovative Interfaces

WALDO (Westchester)                                               Voyager

WRLC                                                                         Voyager

 

 

a)         Where are your servers located?

 

With the exception of WALDO, all respondents reported that their servers were located at universities associated with a consortium member.  WALDO uses servers located at a LexisNexis server farm in Dayton.

 

All but three consortia house all of their servers at a single site.  The exceptions were the three consortia that have institutions with independent servers.  However, the Scottish Endeavor Consortium consists of two hubs at one physical location.  The number of servers used by the consortia varied greatly, depending on the number of institutions in the consortium, the applications supported and the hardware platform.

 

b)         How many institutions are using your servers?

 

Answers ranged from 2 to 70 institutions per server site, with a median number of 12 institutions per server site. 

 

2.         What is the staff size in FTE dedicated to Voyager  and related server support for each             hub-site?

 

The average FTE was 3 and the median was 2 FTE, but staff FTE varied greatly depending on the number of institutions in the consortium and the additional services supported. The sites with larger numbers of FTE were also supporting activities like customized reports, digital library management, electronic resource licensing, programming, network management, etc.

 

The following questions offer information on the staff workload factors for the consortiums.

 

3.         What is the server configuration at your hub-site(s)? 

 

Five consortiums reported running single server configurations; seven consortiums have application server/web server configurations; one has three servers for application, web, and databases.  OhioLINK is using all three configurations, depending on the institution's needs.  Their union database is running on a single server.

 

4.         What Endeavor applications are in use by your consortium members?

 

Only two consortia (OPALL and ORCA) are running just the ILS.  All others are supporting other applications such as Link Resolver, meta-search engine, digitized collection, Universal Borrower, Citation Server, Interlibrary Loan, media scheduling, etc. 

 

5.         Who is responsible for network problems occurring between hub-site and institution?

 

Answers varied widely and seemed to depend on the individual state (or country).  Only OhioLINK seemed to have a staff person responsible for locating the problem sources.  The responsibility for fixing the problem is with the source.

 

6.         What is the relationship of the consortium's hub-site host institution(s) and the client institutions/libraries whose databases are housed on the servers?

 

            Our purpose in asking this question was to determine the nature of the various formal agreements in place, but some institutions didn’t understand the question.  Out of those answering appropriately, four reported formal written agreements and one reported an informal verbal agreement only.  Several indicated funding came directly from state education budget, implying that participation may have been mandated.

 

7.         In what ways does your consortium operating structure benefit your institution?  Do you see any disadvantages to your consortium operating structure?

 

Advantages reported:  24 hour support is more affordable; equipment sharing provides savings; fewer staff required; small libraries benefit from additional support; not competing with local IT priorities; higher level of support for all.

 

Disadvantages reported:  arranging dates for upgrades; may be some delay in staff response - compared to local staff; one site’s shared database is difficult to manage.   OhioLINK reported that the only disadvantage has been receiving a flat budget the past couple of years.

 

Platform

 

Sun/Solaris – 11

IBM/AIX – 2

Unknown - 2 (One is probably Sun/Solaris or a Microsoft server.)  OhioLINK may be a mixture of platforms, depending on the institutions.