[OPEN-ILS-GENERAL] ***SPAM*** Re: Project Plan

[John Houser]

Thank you Catherine and Roma. I appreciate your input.

J

On Oct 29, 2009, at 2:11 PM, Lemmer, Catherine wrote:

> 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
>
>
>
> <Post Migration Checklist.doc>


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