The   10 step   guide
To  successful implementation   By Penny Bailey of Bailey Solutions
Of  your  brand new   library software
Step 1.
Legal  documents
Get   legal  contracts checked and signed off   nice and early
Don’t be held up by   contract negotiations   during the implementation phase What did you say?
Step 2.
Appoint a   project manager
Their job will be
To make sure timelines are sound
To see that   things are done   when they need to be done!
Ideally there should be   corresponding person   on the vendor side to communicate with regularly corresponding person pro...
Step 3.
‘ Phased transition’ or   BIG BANG?
Decide early on whether you need a   phased transition   from your legacy system, or whether you are going for   ‘big bang...
Step 4.
Establish   a   time line  agenda
What   needs to be done?
Who   will do it?
When   does it need to be done?
Which tasks are dependent   on the completion of other tasks?
Step 5.
Data migration
Send   data samples
Arrange   for a pilot data migration  (if necessary)
Agree   final data delivery milestones .
Step 6.
Involve  IT
Hopefully you will have done this in the  buying stage!
Make sure   your IT staff have the IT infrastructure in place
Run   the final system installation
Have the   personnel available   for the pilot data conversion
Step 7.
Training programme
Find out who needs training
Check   your trainees availability
Which modules   do they need training on?
Plan   a training programme with the  vendor’s trainer
If you are having a  pilot data conversion
You may decide you need sufficient training or   key staff   at this stage so they can   assess   the impact of the data c...
Otherwise plan for everyone to be trained soon after system delivery.   Book the training room   for all sessions
Step 8.
Pilot data conversion
This usually involves  full system installation  and therefore   IT personnel
You also need to   allow library staff time   to assess all areas of the system with converted data
Report errors   and omissions   back to vendor
Step 9.
Review  task processes
A new library system is often a great   opportunity to change working practices
Write   draft handbooks   and   manuals   with your own policies for using the new system
Step 10.
System goes live   and training starts
Publicise   library closure time Highlight   restricted services in advance
Make sure   key IT and library staff   are available on the  go live date
Step 11.
Post   delivery
To stop any  nasty surprises
These are things to consider   post launch
Data verification
Data modification
Retrospective   cataloguing
This should have been  planned in advance
and  sufficient library staff appointed  to do their  regular tasks  and any  extra work
The  End
www.baileysolutions.co.uk More information on library solutions & knowledge management can be found here All images source...
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10 steps to successfully implement your new library software

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A how to guide on how to implement library software into your current system. These slides take you through the basics of what to look out for, any pit falls and how to plan the process. Its a very easy to follow guide, illustrated with images to help you.

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10 steps to successfully implement your new library software

  1. 1. The 10 step guide
  2. 2. To successful implementation By Penny Bailey of Bailey Solutions
  3. 3. Of your brand new library software
  4. 4. Step 1.
  5. 5. Legal documents
  6. 6. Get legal contracts checked and signed off nice and early
  7. 7. Don’t be held up by contract negotiations during the implementation phase What did you say?
  8. 8. Step 2.
  9. 9. Appoint a project manager
  10. 10. Their job will be
  11. 11. To make sure timelines are sound
  12. 12. To see that things are done when they need to be done!
  13. 13. Ideally there should be corresponding person on the vendor side to communicate with regularly corresponding person project manager
  14. 14. Step 3.
  15. 15. ‘ Phased transition’ or BIG BANG?
  16. 16. Decide early on whether you need a phased transition from your legacy system, or whether you are going for ‘big bang’ and this will impact time lines
  17. 17. Step 4.
  18. 18. Establish a time line agenda
  19. 19. What needs to be done?
  20. 20. Who will do it?
  21. 21. When does it need to be done?
  22. 22. Which tasks are dependent on the completion of other tasks?
  23. 23. Step 5.
  24. 24. Data migration
  25. 25. Send data samples
  26. 26. Arrange for a pilot data migration (if necessary)
  27. 27. Agree final data delivery milestones .
  28. 28. Step 6.
  29. 29. Involve IT
  30. 30. Hopefully you will have done this in the buying stage!
  31. 31. Make sure your IT staff have the IT infrastructure in place
  32. 32. Run the final system installation
  33. 33. Have the personnel available for the pilot data conversion
  34. 34. Step 7.
  35. 35. Training programme
  36. 36. Find out who needs training
  37. 37. Check your trainees availability
  38. 38. Which modules do they need training on?
  39. 39. Plan a training programme with the vendor’s trainer
  40. 40. If you are having a pilot data conversion
  41. 41. You may decide you need sufficient training or key staff at this stage so they can assess the impact of the data conversion and the new system
  42. 42. Otherwise plan for everyone to be trained soon after system delivery. Book the training room for all sessions
  43. 43. Step 8.
  44. 44. Pilot data conversion
  45. 45. This usually involves full system installation and therefore IT personnel
  46. 46. You also need to allow library staff time to assess all areas of the system with converted data
  47. 47. Report errors and omissions back to vendor
  48. 48. Step 9.
  49. 49. Review task processes
  50. 50. A new library system is often a great opportunity to change working practices
  51. 51. Write draft handbooks and manuals with your own policies for using the new system
  52. 52. Step 10.
  53. 53. System goes live and training starts
  54. 54. Publicise library closure time Highlight restricted services in advance
  55. 55. Make sure key IT and library staff are available on the go live date
  56. 56. Step 11.
  57. 57. Post delivery
  58. 58. To stop any nasty surprises
  59. 59. These are things to consider post launch
  60. 60. Data verification
  61. 61. Data modification
  62. 62. Retrospective cataloguing
  63. 63. This should have been planned in advance
  64. 64. and sufficient library staff appointed to do their regular tasks and any extra work
  65. 65. The End
  66. 66. www.baileysolutions.co.uk More information on library solutions & knowledge management can be found here All images sourced from Flickr and used under a creative commons licence Thank you for watching

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