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<p class="MsoNormal"><span style="font-size:11.0pt">Hello,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">I would like to discuss my proposal to add upgrade management and testing to either the documentation or the wiki to encourage more consortia to collect testing data from their end users. Here is my explanation
as it was provided to several members of the IOB several weeks ago:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">I’m finally getting around to sharing with you some ideas that came out of the quality control testing phone call way back in July. As a small group, the participants on the phone call identified two main
areas of Evergreen testing needed: 1) High-functioning system experts manipulate/refine the code. 2) End users contribute feedback on features in the staff client that *<b>work</b>* and *<b>don’t work</b>*.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Since this is such a huge topic with a potential to bring together many consortia and individuals, I feel the most appropriate course of action is to focus on the area to which Evergreen Indiana staff feel
they can contribute the most. I propose to create a formal set of documentation to facilitate and encourage end user testing within the context of preparing for an Evergreen upgrade, that can be made available either as a chapter in the official documentation
or as a highly publicized page on the wiki. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Evergreen Indiana plans to upgrade to Evergreen 2.4 in December and I plan to use the documentation we are creating for that upgrade as the basis for the upgrade and testing documentation I’m proposing in
this email. Here is a sketch of the steps we have included in our upgrade documentation for 2.4:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-family:"Times New Roman","serif"">Local Evergreen team will create an online form (Example: Google) which lists basic staff client activities organized by user profiles. Example: Circ1 – Checkin, Checkout<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-family:"Times New Roman","serif"">They will then distribute the form to committees, user groups, other representatives in their community and ask them to fill it out the form by a specific date.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-family:"Times New Roman","serif"">Staff in the community will work through the form based on their role with Evergreen and enter their comments, questions and concerns regarding the proposed version of Evergreen.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo1"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-family:"Times New Roman","serif"">After the due date, internal staff review the feedback.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.25in;mso-list:l0 level2 lfo1">
<![if !supportLists]><span style="font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-family:"Times New Roman","serif"">Comments identified as software functionality and workflow changes will be used to create training materials for preparing staff for the new version of Evergreen.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="margin-left:1.0in;text-indent:-.25in;mso-list:l0 level2 lfo1">
<![if !supportLists]><span style="font-family:"Courier New""><span style="mso-list:Ignore">o<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-family:"Times New Roman","serif"">Comments identified as bugs should be entered by the local Evergreen team as such in Launchpad.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Some potential positive outcomes of providing upgrade and end user testing documentation for other Evergreen consortia include:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-family:"Times New Roman","serif"">Saving individual consortia and Evergreen instances time by providing suggestions and an outline on how to manage a successful upgrade.
<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-family:"Times New Roman","serif"">Soliciting, compiling and passing on more feedback from local end users to the Evergreen community at large in an organized and productive way.<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-family:"Times New Roman","serif"">Improving the Evergreen product in general by giving the developers, documenters and managers more feedback with which to work.
<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo2"><![if !supportLists]><span style="font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-family:"Times New Roman","serif"">Increasing positive word of mouth feedback from librarians and other end users in the library field regarding the Evergreen ILS through smoother upgrades and more proactive systems
for end user feedback.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">I think this could be a great service to provide Evergreen users and I’m really excited about pursing it. Please let me know if you have questions, comments or feedback.<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Cambria","serif";color:#1F497D">_______________<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Cambria","serif";color:#1F497D">Shauna Borger<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Cambria","serif";color:#1F497D">Professional Development Office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Cambria","serif";color:#1F497D">Indiana State Library<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Cambria","serif";color:#1F497D">140 N. Senate Ave.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Cambria","serif";color:#1F497D">Indianapolis, IN 46204<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Cambria","serif";color:#1F497D">Phone: (317) 232-3718<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Cambria","serif";color:#1F497D">Fax: (317) 232-0002<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Cambria","serif";color:#1F497D">sborger@library.in.gov<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<div style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> eg-oversight-board-bounces@list.evergreen-ils.org [mailto:eg-oversight-board-bounces@list.evergreen-ils.org]
<b>On Behalf Of </b>Galen Charlton<br>
<b>Sent:</b> Wednesday, September 25, 2013 4:10 PM<br>
<b>To:</b> eg-oversight-board@list.evergreen-ils.org<br>
<b>Subject:</b> [Eg-oversight-board] Call for agenda items<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hi,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Please send me any topics you would like discussed at the EOB meeting tomorrow. I will be sending the agenda out mid-morning tomorrow.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Regards,<o:p></o:p></p>
</div>
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<p class="MsoNormal"><br>
Galen<br>
-- <o:p></o:p></p>
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<div>
<p class="MsoNormal">Galen Charlton<o:p></o:p></p>
</div>
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<p class="MsoNormal">Manager of Implementation<o:p></o:p></p>
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<p class="MsoNormal">Equinox Software, Inc. / The Open Source Experts<o:p></o:p></p>
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<div>
<p class="MsoNormal">email: <a href="mailto:gmc@esilibrary.com" target="_blank">gmc@esilibrary.com</a><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">direct: +1 770-709-5581<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">cell: +1 404-984-4366<o:p></o:p></p>
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<p class="MsoNormal">skype: gmcharlt<o:p></o:p></p>
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<p class="MsoNormal">web: <a href="http://www.esilibrary.com/" target="_blank">http://www.esilibrary.com/</a><o:p></o:p></p>
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<p class="MsoNormal">Supporting Koha and Evergreen: <a href="http://koha-community.org" target="_blank">
http://koha-community.org</a> & <a href="http://evergreen-ils.org" target="_blank">
http://evergreen-ils.org</a><o:p></o:p></p>
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