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, PINES Services Specialist; and Shae Tetterton, Equinox Project Manager.

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Migration Nation Panel Talk

  1. 1. MIGRATION NATION Presented by Katherine Gregory, Shae Tetterton, and Jennifer Bielewski
  2. 2. What is PINES? <ul><li>A consortium of 51 Georgia public library systems </li></ul><ul><li>286 facilities </li></ul><ul><li>A common library automation system running on a centralized cluster of servers </li></ul><ul><li>A union database of 10 million books and other items </li></ul><ul><li>A shared database of 2 million PINES cardholders from all 159 Georgia counties </li></ul>
  3. 3. PINES Migration History <ul><li>Migration of Phase I libraries in December 1999 </li></ul><ul><li>Migration of Phase II libraries in September 2001 </li></ul><ul><li>Additional libraries added individually until 2004 </li></ul><ul><li>Migration of all 265 libraries onto Evergreen on September 5, 2006 </li></ul><ul><li>Addition of 5 more library systems totaling 286 facilities </li></ul>
  4. 5. In Hindsight… <ul><li>Policy training </li></ul><ul><li>The Phase II migration caused a server crash due to logging being turned on for OPAC searches </li></ul><ul><li>Know your software limits </li></ul><ul><li>Don’t migrate at the end of the fiscal year </li></ul><ul><li>Pay extra attention to matching points for bib records </li></ul><ul><li>Be aware of the potential for loss of staff due to change </li></ul>
  5. 6. Resources <ul><li>Mission, Bylaws, Code of Ethics </li></ul><ul><li>Membership Agreement </li></ul><ul><li>Policies and Procedures </li></ul><ul><li>Implementation Schedule </li></ul><ul><li>Translation table including fines structure, item types, item status, holdings tags and subfields, library information, ip range, age protection, and shelving location </li></ul><ul><li>http:// www.georgialibraries.org/pines/aboutpines/documentation </li></ul>
  6. 7. <ul><li>Considerations </li></ul><ul><li>Human Resources </li></ul><ul><ul><li>Who needs to be involved (roles)? </li></ul></ul><ul><ul><li>Roles: Project Manager, Trainers, Data Reviewers, IT, etc… </li></ul></ul><ul><ul><li>Who needs to be available when? </li></ul></ul><ul><ul><li>Scheduling and setting expectations. </li></ul></ul><ul><ul><li>Will you have a help desk? </li></ul></ul><ul><ul><li>Clear channels of communication. </li></ul></ul>
  7. 8. Considerations <ul><li>Budget </li></ul><ul><ul><li>How is the project being funded? </li></ul></ul><ul><ul><li>How much now and later? </li></ul></ul><ul><ul><li>When do the funds need to be spent? </li></ul></ul><ul><ul><li>Consider services you need from Equinox and other vendors. </li></ul></ul><ul><ul><li>Data costs </li></ul></ul>
  8. 9. Considerations <ul><li>Evaluate Data/Data Cost </li></ul><ul><ul><li>Weeding & Inventory </li></ul></ul><ul><ul><li>Data Cleanup </li></ul></ul><ul><ul><li>Rebarcoding </li></ul></ul><ul><li>The Process </li></ul><ul><ul><li>Policy mapping </li></ul></ul><ul><ul><li>Data mapping </li></ul></ul><ul><ul><li>Data Extractions </li></ul></ul><ul><ul><li>Transactions </li></ul></ul><ul><ul><li>De-duplication </li></ul></ul><ul><li>Resource Allocation </li></ul>
  9. 10. Final Thoughts <ul><li>Additional questions: </li></ul><ul><ul><li>Will you run your legacy system concurrently? </li></ul></ul><ul><ul><li>Do you need any development? </li></ul></ul><ul><ul><li>Will you need to close the library? </li></ul></ul><ul><ul><li>What documentation do you need on hand? </li></ul></ul><ul><ul><li>What’s your contingency plan? </li></ul></ul><ul><li>Making the most of this opportunity! </li></ul><ul><ul><li>Discuss policies and resource sharing services. </li></ul></ul><ul><ul><li>Discuss developments that could improve your service and the product. </li></ul></ul><ul><ul><li>Get involved! </li></ul></ul>
  10. 11. Migration Nation <ul><li>Training </li></ul><ul><ul><li>Live online </li></ul></ul><ul><ul><li>Face to face </li></ul></ul>
  11. 12. Thank you! Any Questions?

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