ILS Evaluation Lead Workgroup Minutes

June 5, 2024, 11:30 am

SCLS Headquarters/Zoom

Action Items:

None

Present: Nicole Menzel (ROM), Debbie Bird (POR), Suzann Holland (MRO), Eddie Glade (STP), Emily Whitmore (SGR), Heidi Cox (MCF), Phil Hansen (FCH), Theresa Skov (VER), Nate Snortum (DCL), Margie Navarre Saaf (MAD), Molly Warren (MAD), Tom Campbell (MAD)
Absent: Katherine Elchert (MCM)

Excused: None

Recorder: Michelle Karls (SCLS)

SCLS Staff Present: Vicki Teal Lovely, Amy Gannaway, Heidi Oliversen, Kayla Linke

1. Call to Order at 11:31 am

a. Introduction of guests/visitors

i. None.

b. Changes/Additions to the Agenda

i. None.

2. Approval of previous meeting minutes: May 1, 2024

a. Motion: T. Skov moved approval of the May meeting minutes.  E. Glade seconded.

b. Discussion: none

c. Vote: motion carried.

3. Action Items

a. None

4. Discussion

a. Follow-up from Vendor Demos

i. Discussion: Workgroup participants should have received an email about scheduling meetings to follow the Vendor demos.  We had the Serials Workgroup meeting yesterday and they talked about follow-up questions.  The workgroups will need to discuss if they would like more in-depth follow-up sessions with the vendors.  These could be held later in the summer.  The SirsiDynix Report session is scheduled for June 18 at 9 am.  They are going to record it and we can make it available for libraries on demand for a limited amount of time.  E. Whitmore asked at what point are they given the cost for each of the vendors.  The cost will come in towards the end of the evaluation.  We want people to think about functionality first, although cost is very important. 

b. Update on site visit options

i. Discussion: A. Gannaway contacted Beaver Dam, who is using Leap for Circulation.  They don’t use Serials and Acquisitions at all, which is not uncommon for smaller libraries.  They do use Cataloging but use the Polaris client instead of Leap. They are very close so it would be a good idea to see Leap Circulation. A. Gannaway contacted Bridges and will get contact info for Pewaukee, as they might be a possibility.  They only use Circulation and Cataloging in Leap.  It will probably be hard to find a site vising using Acquisitions and Serials.  We have asked Polaris for more potential site visits.  Unfortunately, there are not a lot of good options for viewing BlueCloud in Wisconsin.  We will ask SirsiDynix for some options. SCLS will cover the cost for anyone on the workgroup to attend site visits if they are able.  These visits are not required. 

c. Plan for ALA

i. Discussion: V. Teal Lovely, A. Gannaway., M. Navarre Saaf, and T. Campbell are attending ALA this year.  They will using this time to check in with SirsiDynix and Polaris and ask follow-up questions.  A. Gannaway will check in with OCLC about their ILS product.  We will also be scheduling System Administration meetings for SCLS staff with each vendor for July or August.

d. Questions

i. Discussion: none.

5. Plan for the Next meeting:  July 3, 2024, at 11:30 am via Zoom

6. Adjournment at 11:45 am

For more information about the ILS Evaluation Lead Workgroup, contact Vicki Teal Lovely.

SCLS staff are available to attend cluster meetings to share information and answer questions pertaining to this committee meeting and other departmental projects.

ILS Evaluation Lead Workgroup/Minutes/06-2024