eg2010 migrationand training-1

Migration & Training

Preparing Your Data and Your Staff

Growing Evergreen Conference

April 22, 2010

Harvesting the Data

Time Lines & Tips for Data Cleanup

Growing Evergreen Conference

April 22, 2010

Early Projects• Projects

• Inventory

• Weeding

• Data Cleanup

• Policy Review

• Staff Allocations• Variety of Staff

(particularly catalogers)

• Potential: New employees or volunteers

• Outside Vendors

Early Planning • HardwareASP vs. Customer-Hosted

• TrainingAll Staff or Train the Trainer

• Policy DevelopmentRethink Current Policies &

Procedures• Documentation

Developing Local Materials• Marketing

Get the Word Out!• Staff Resources

Nothing Works Without the Proper Staff

Project Initiation

• Contract• Schedule• Weekly

Calls• Staff

Buy-in

EG Install & Config

• Hardware• EG Install• Policy

Config• 3rd Party

Products• Testing

Data Migration

• Cleanup (optional)

• Extracts• Analysis• Mapping• Test Load• Final

Load• Data

Freezes

Go Live Preparation

• Training• Install

Software• Document

local practices

• Marketing• Prepare

Site

August - OctoberAugustJulyMay/JuneMayJanuary - April

Contract Project Start Data Cleanup Hardware Policy

Committees

1st Data Extracts Data Analysis Scheduling

Training Marketing Staff Time

Test Load & Data Review

Server Install or Provisioning

Test Server Access

Install Staff Client

Test 3rd Party Products

Policy Setup

Train the Trainer Training (June-July)

Train ALL staff (August)

Data Freezes Final Data

Exports

Lift Cataloging Freeze

Continued Staff Training

Patron Education

Post Go-Live Data Review

Transition to Support

GO LIVE!

Go Live Considerations

• Will the library close at all?

• Will you keep your current ILS live for a period of time?

• Will this be a “soft launch”?

• What kind of press and documentation do you need to prepare & support your community?

Post Go Live

Critical: The First 30 Days• Live Check of Data

• Continued Policy Review

• Investigate New Workflows

• More Training

• Check Everyone’s Pulse!

Support Transition

• Support Introduction (right before go live).

• Three Methods: Email, Phone & Portal.

Training Your Staff

Developing a Plan for Training

Growing Evergreen Conference

April 22, 2010

Assess Your Training Needs

• Who?

• What?

• When?

• Where?

• Why?

• How?

Who and What?

• IT Staff

• Consortium Administrators

• Local Administrators

• Front Line Staff

When and Where?

On-site Training Remote Training Blended Learning

Why?

• Reduce staff anxiety

• Create staff enthusiasm

• Increase patron confidence

• Reduce support tickets

Train the Staff

Project Manager

External Trainer(s)

IT Staff

Local Administrators

Front Line Staff

Train the Trainer

Project Manager

External Trainer(s)

Consortium Trainers

Library System A

Branch A1

Branch A2

Library System B Branch B1

Consortium Administrators

Consortium IT Staff

Talk With Your Staff

• Explain OSS

• Demo the system

• Provide hands-on practice before and after formal training

• Share documentation

• Share development news

• Explain how to get help

• Continue training

Talk With Your Trainer

• Share library workflow

• Share staff skills

• Share current system requirements

• Share your goal for the training

Questions?

Shae Tetterton, Project Manager, Equinox Software

shae@esilibrary.com

Sally Fortin, Educational Services Manager, Equinox Software

sfortin@eslibrary.com

Catherine Lemmer, Project Manager, Evergreen Indiana

clemmer@library.IN.gov