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Migration Nation Panel Talk
 

Migration Nation Panel Talk

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Slides from a panel presentation at Evergreen International Conference 2009 by three experts well-versed in Evergreen migrations: Jennifer Bielewski, Educational Services Librarian; Katherine Gregory, ...

Slides from a panel presentation at Evergreen International Conference 2009 by three experts well-versed in Evergreen migrations: Jennifer Bielewski, Educational Services Librarian; Katherine Gregory, PINES Services Specialist; and Shae Tetterton, Equinox Project Manager.

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    Migration Nation Panel Talk Migration Nation Panel Talk Presentation Transcript

    • 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
    • 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
    •  
    • 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
    • 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
      • 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
    • Considerations
      • 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!
    • Migration Nation
      • Training
        • Live online
        • Face to face
    • Thank you! Any Questions?