[OPEN-ILS-GENERAL] Project Plan

[Lemmer, Catherine]

I would add in: 

Encourage libraries to review current ILS contracts for termination
notice provisions.
Develop patron materials (e.g., how to do X?; notice of the change;
explanation of new features; changes to fines)
Libraries to prepare patron and bibliographic data mapping
Clean up MARC records (or identify those fields that will be stripped at
migration)
Develop post migration checklist (eg, the list that walks through all
the migrated data to make sure it came across) I've attached our little
checklist.
Post migration, encourage libraries to comply with current ILS contracts
(e.g., destroy documentation manuals)
Run reports on current ILS systems for the partial year if your library
or state collects annual statistics. Once the old ILS is gone -- so is
the access to collect those stats.


 

-----Original Message-----
From: open-ils-general-bounces at list.georgialibraries.org
[mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of
Roma Matott
Sent: Monday, October 26, 2009 2:24 PM
To: houser at hslc.org; Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Project Plan

We are in the process of migrating to Evergreen, so I am working on our
project plan as well.  I would also be interested in seeing what others
did for their plan.  

But here are the steps we have done/are working on so far:

* Analyze current data and decided what to migrate.
* Discussed any initial policy changes with our member libraries and
gained their approval.
* Clean up current data to facilitate migration 
     * Notify patrons whose cards have expired and purge any that do not
renew
     * Purge old bills (paid and unpaid)
     * Purge old on-order/in-process items
     * Purge lost/missing items
     * Encourage members to inventory their collections
     * Purge items that have been in-transit a long time (a.k.a. items
that are now missing)
     * Purge legacy data from last migration

Roma Matott
Pioneer Library System
Canandaigua, NY  


----- Original Message -----
From: "John Houser" <houser at hslc.org>
To: "Evergreen Discussion Group"
<open-ils-general at list.georgialibraries.org>
Sent: Monday, October 26, 2009 12:15:55 PM GMT -05:00 US/Canada Eastern
Subject: [OPEN-ILS-GENERAL] Project Plan

Hi All,
I am starting to put together a project plan for an Evergreen  
implementation. Before I reinvent the wheel, I'm wondering if anyone  
on this list has created a task list for an implementation, such as  
one might use with formal project management software like MS Project.  
If so, I'd live to see what you came up with. Any format would be  
great; I'm actually using OmniPlan.

J

--
John Houser
Technology Coordinator
HSLC
215-534-6820
houser at hslc.org



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