migrating library systems migrating data dianne schaefer social law library american association of...
TRANSCRIPT
Migrating Library SystemsMigrating Data
Dianne SchaeferSocial Law Library
American Association of Law LibrariesMinneapolis, Minnesota
July 15, 2001
AALL 2001 C-1: Everything Old is New Again 2
Introduction – Why? Out-of-date software Out-of-date hardware Other institutional activity Result should address the reasons
AALL 2001 C-1: Everything Old is New Again 3
Introduction – What? Source
– System – Modules– Data
Destination– System – Modules – Data
AALL 2001 C-1: Everything Old is New Again 4
Introduction – How? Develop a plan of work, including:
– Goals– Strategy– Timeline– Participants
Migrating data = crucial part of migrating systems
AALL 2001 C-1: Everything Old is New Again 5
Overview Gather background information Select system Implement system Maintain system
AALL 2001 C-1: Everything Old is New Again 6
Gather Background Information Institutional statistics, e.g., number of items,
serials, patrons, etc. Institutional requirements, e.g., RFP? Funding – estimate 5-7 year cost Functionalities that are required, desired,
optional, etc.
AALL 2001 C-1: Everything Old is New Again 7
Data Migration Options Direct transfer Authorize Clean Convert Gap tape?
AALL 2001 C-1: Everything Old is New Again 8
Select System - VendorsIdentify potential vendors Where spend time & resources Request product catalog Demonstrations
– At trade shows– In-house
AALL 2001 C-1: Everything Old is New Again 9
Select System - Colleagues Contact other institutions
– Ask questions– Visit– Electronic discussion lists
Contact patrons
AALL 2001 C-1: Everything Old is New Again 10
Select System - Decision Request for Proposal (RFP) Document why each vendor eliminated or
retained– Identify key factors– Identify who approved or disapproved
AALL 2001 C-1: Everything Old is New Again 11
Select System - ContractNegotiate contract Consultant? Future security regarding:
– Operating system – Subsequent purchases – Maintenance
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Implement System Staff involvement
– Obtain approval for all decisions– Verify system functionality– Verify data
Patron involvement– Notify about changes– Opportunity to select options
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Implement & Maintain System - Workflows Evaluate
– Still most appropriate?– Still most efficient?
Modify as necessary and appropriate
AALL 2001 C-1: Everything Old is New Again 14
Maintain System – New Developments
Keep abreast of new developments Own vendor Other vendors Related vendors
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Maintain System - TrainingStaff and patron training On-going reviews Orientation for new staff and patrons How to use new features
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Summary Need support of administration, staff and
patrons Ask questions of everyone – staff, patrons,
other institutions, vendors, etc. Spend the necessary time
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Additional Information – Literature (selected) Integrated Library System Reports -
www.ilsr.com LibraryHQ.com -
http://www.libraryhq.com/automation.html Library Journal - www.libraryjournal.com Library Technology Reports
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Additional Information – Institutions (selected) Pacific Lutheran University -
http://www.plu.edu/~libr/migration/home.html State University of New York -
http://olis.sysadm.suny.edu/sunyconnect2/lms.htm University of Michigan -
http://www.lib.umich.edu/libhome/staff/committee/lms Yale University -
http://www.library.yale.edu/orbis2/public/orbis2.htm