[OPEN-ILS-GENERAL] Adding Libraries checklist

[Thomas Berezansky]

Don't forget to run autogen (or cache-generator, depending on version  
of evergreen).

Thomas Berezansky
Merrimack Valley Library Consortium


Quoting Steve Wills <steve.wills at lyrasis.org>:

>  The documentation has a "tip" that says "It is a good idea to set  
> up all of your organizational types and units before loading other  
> data. In many cases, editing or deleting organizational units and  
> types may be difficult once you have loaded records or users. "
>
> For an evergreen installation that is running and has a base of  
> libraries in it one really doesn't have a choice about adding new  
> systems to it, however.
>
> Here is what I have come up with for a checklist.
>
> 1. Add library system and branch info to organizational units
> 2. Enter library hours and address information
> 3. create users for the new libraries staff and set their permissions
> 4. setup the working location(s) for the staff positions.
> 5. Add system/branch specific billing types.
> 6. Add system or branch specific circulation modifiers.
> 7. Add library specific report templates.
> 8. If skinning by system or branch, add design elements.
> 9. go into library settings editor and customize for library, if applicable.
> 10. migrate the data from your old system ...  easy, huh?!
>
> Am I missing anything?
> Stev3
>
>
>
>
> ________________________________________
> From: open-ils-general-bounces at list.georgialibraries.org  
> [open-ils-general-bounces at list.georgialibraries.org] On Behalf Of  
> Steve Wills [steve.wills at lyrasis.org]
> Sent: Wednesday, June 08, 2011 2:23 PM
> To: Evergreen Discussion Group
> Subject: [OPEN-ILS-GENERAL] Adding Libraries checklist
>
> Have any of the established groups created a formal checklist of  
> tasks for adding libraries onto an existing Evergreen?
>
>  I'm at a point now where each time I add one I'm saying "oh yeah! I  
> gotta do that other thingy too!   ooops!".
> I'm happy to pull this together with help and suggestions if it is  
> not out there already.  It is not coming up on the wiki easily for  
> me however.
>
> Thanks,
> Stev3
>