You're Live, Now What?


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A presentation by Emily Almond of Georgia PINES for the Evergreen International Conference 2009.

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You're Live, Now What?

  1. 1. You’re Live… Now What? How to Build a Support Infrastructure to Maximize your Investment in Evergreen Emily A. Almond PINES Software Development Manager Georgia Public Library Service
  2. 2. What’s Your Driver? <ul><li>TIME </li></ul><ul><li>How long to define requirements? </li></ul><ul><li>How long to Develop X? </li></ul><ul><li>RESOURCES </li></ul><ul><li>How much $ </li></ul><ul><li>How many developers? </li></ul><ul><li>FT? PT? Contract? </li></ul><ul><li>What’s going on in the open-source community? </li></ul><ul><li>What’s the cost-benefit of monitoring development there? </li></ul><ul><li>SCOPE </li></ul><ul><li>What is the end goal? </li></ul><ul><li>How do we define functional? </li></ul>
  3. 3. Roles & Responsibilities – Who Has the D? Using the RAPID method to determine who does what PINES TEAM EQUINOX <ul><li>Schedule Site Visits and Reports </li></ul><ul><li>Set prioritization of PINES development issues </li></ul><ul><li>Monitor allocation for development to insure accurate reflection of PINES library needs. </li></ul><ul><li>Updates to PINES page </li></ul><ul><li>Evergreen-related policy, process, software updates to PINES libraries </li></ul><ul><li>Updates to PINES documentation </li></ul><ul><li>Govern Help Desk </li></ul><ul><li>Define allocation of funds per category of development and/or support. </li></ul><ul><li>Answer Help Desk Tickets (working with the PINES team @ GPLS). </li></ul><ul><li>Work with Emily to prioritize development. </li></ul><ul><li>Develop software according to priorities communicated by the PINES team. </li></ul>
  4. 4. Defining Scope <ul><li>Define Approach to Software Development: (see handout) </li></ul><ul><li>Software Development LifeCycle vs. Product LifeCycle </li></ul><ul><li>Triage issues: </li></ul><ul><ul><li>Policy | Process | Software </li></ul></ul><ul><li>Software: </li></ul><ul><ul><li>Criteria for Defining Issues </li></ul></ul><ul><ul><li>Informs where issues belong in development cycle </li></ul></ul>
  5. 5. Communicating Scope Pulling together issues from emails, listserves, site visit logs, and existing docs and spreadsheets: <ul><li>High-level graphical timeline </li></ul><ul><li>Timelines filtered from spreadsheet for use by working groups </li></ul><ul><li>Updated spreadsheet to Directors on regular basis </li></ul>
  6. 6. Time to Build Support Infrastructure November 2008 March 2009 <ul><li>Define Approach to Software Development: (see handout) </li></ul><ul><li>Software Development LifeCycle vs. Product LifeCycle </li></ul><ul><li>Triage issues: </li></ul><ul><ul><li>Policy | Process | Software </li></ul></ul><ul><li>Software: </li></ul><ul><ul><li>Criteria for Defining Issues </li></ul></ul><ul><ul><li>Informs where issues belong in development cycle </li></ul></ul><ul><li>PINES team adopted development approach, resulting in: </li></ul><ul><li>New Development Roadmap </li></ul><ul><li>New Help Desk Workflow </li></ul><ul><li>Testing/Training Environment </li></ul><ul><li>Holds Cleanup </li></ul><ul><li>New Communications Model </li></ul><ul><li>--- </li></ul><ul><li>Training Cluster live as of 02.09.09. </li></ul>
  7. 7. Time for Testing Took release through it’s paces on the Test System:
  8. 8. Time for Testing Developed Report Card on Major Features / Fixes:
  9. 9. Tapping Existing Resources November 2008 March 2009 <ul><li>Working Groups Mission: </li></ul><ul><li>Establish a baseline on how the specific module/functionality actually operates in the existing version of Evergreen. </li></ul><ul><li>Discern the difference between process, policy and software solutions. </li></ul><ul><li>Document optimal module functionality within a future Evergreen release and develop a list of requirements. </li></ul><ul><li>Become the de facto module testing group, through which all new  development would be filtered from the PINES library side of the development process. </li></ul>Able to discern quickly that there was a break between understanding of software and following of process. Removed Cap on Holds Pull Lists & Implemented a HOLDS AMNESTY RESULTS: December 2008 – 4500 Unfilled Holds January 2009 – 890 Unfilled Holds March 2009 – 20 Unfilled Holds
  10. 10. Communicating to Stakeholders November 2008 March 2009 Site Toolkit Site Visit Logs : (see handouts) Resolution Tracker: all issues assigned to individuals on PINES team for resolution and/or follow-up 11.11.08 – Athens 11.12.08 – Southwest Georgia 11.13.08 – Dougherty 11.13.08 – Ohoopee 01.27.09 – Lee County 02.16.09 – Mountain Regional All issues either filed through Help Desk or on development spreadsheet. Several reported issues resolved in Release 1.4.
  11. 11. Communicating to Stakeholders <ul><li>Utilize public PINES page as primary communications channel for: </li></ul><ul><li>Software Development Timeline </li></ul><ul><li>Site Visit Logs </li></ul><ul><li>Working Group Reports </li></ul><ul><li>PINES Updates </li></ul><ul><li>Resources </li></ul><ul><li>Training Materials </li></ul>