MIGRATION NATION Presented by Katherine Gregory, Shae Tetterton, and Jennifer Bielewski

What is PINES? A consortium of 51 Georgia public library systems 286 facilities A common library automation system running on a centralized cluster of servers A union database of 10 million books and other items A shared database of 2 million PINES cardholders from all 159 Georgia counties

A consortium of 51 Georgia public library systems

286 facilities

A common library automation system running on a centralized cluster of servers

A union database of 10 million books and other items

A shared database of 2 million PINES cardholders from all 159 Georgia counties

PINES Migration History Migration of Phase I libraries in December 1999 Migration of Phase II libraries in September 2001 Additional libraries added individually until 2004 Migration of all 265 libraries onto Evergreen on September 5, 2006 Addition of 5 more library systems totaling 286 facilities

Migration of Phase I libraries in December 1999

Migration of Phase II libraries in September 2001

Additional libraries added individually until 2004

Migration of all 265 libraries onto Evergreen on September 5, 2006

Addition of 5 more library systems totaling 286 facilities

In Hindsight… Policy training The Phase II migration caused a server crash due to logging being turned on for OPAC searches Know your software limits Don’t migrate at the end of the fiscal year Pay extra attention to matching points for bib records Be aware of the potential for loss of staff due to change

Policy training

The Phase II migration caused a server crash due to logging being turned on for OPAC searches

Know your software limits

Don’t migrate at the end of the fiscal year

Pay extra attention to matching points for bib records

Be aware of the potential for loss of staff due to change

Resources Mission, Bylaws, Code of Ethics Membership Agreement Policies and Procedures Implementation Schedule Translation table including fines structure, item types, item status, holdings tags and subfields, library information, ip range, age protection, and shelving location http:// www.georgialibraries.org/pines/aboutpines/documentation

Mission, Bylaws, Code of Ethics

Membership Agreement

Policies and Procedures

Implementation Schedule

Translation table including fines structure, item types, item status, holdings tags and subfields, library information, ip range, age protection, and shelving location

http:// www.georgialibraries.org/pines/aboutpines/documentation

Considerations Human Resources Who needs to be involved (roles)? Roles: Project Manager, Trainers, Data Reviewers, IT, etc… Who needs to be available when? Scheduling and setting expectations. Will you have a help desk? Clear channels of communication.

Considerations

Human Resources

Who needs to be involved (roles)?

Roles: Project Manager, Trainers, Data Reviewers, IT, etc…

Who needs to be available when?

Scheduling and setting expectations.

Will you have a help desk?

Clear channels of communication.

Considerations Budget How is the project being funded? How much now and later? When do the funds need to be spent? Consider services you need from Equinox and other vendors. Data costs

Budget

How is the project being funded?

How much now and later?

When do the funds need to be spent?

Consider services you need from Equinox and other vendors.

Data costs

Considerations Evaluate Data/Data Cost Weeding & Inventory Data Cleanup Rebarcoding The Process Policy mapping Data mapping Data Extractions Transactions De-duplication Resource Allocation

Evaluate Data/Data Cost

Weeding & Inventory

Data Cleanup

Rebarcoding

The Process

Policy mapping

Data mapping

Data Extractions

Transactions

De-duplication

Resource Allocation

Final Thoughts Additional questions: Will you run your legacy system concurrently? Do you need any development? Will you need to close the library? What documentation do you need on hand? What’s your contingency plan? Making the most of this opportunity! Discuss policies and resource sharing services. Discuss developments that could improve your service and the product. Get involved!

Additional questions:

Will you run your legacy system concurrently?

Do you need any development?

Will you need to close the library?

What documentation do you need on hand?

What’s your contingency plan?

Making the most of this opportunity!

Discuss policies and resource sharing services.

Discuss developments that could improve your service and the product.

Get involved!

Migration Nation Training Live online Face to face

Training

Live online

Face to face

Thank you! Any Questions?