planning by the seat of your pants : implementing ils on a deadline
DESCRIPTION
Paul Gahn, Kay Cunningham, and Elizabeth McDonald, University of Memphis Libraries Migrating from a character to a web based ILS required extensive work and flexible prioritizing to meet a six-month deadline.TRANSCRIPT
Planning by the Seat of Your Pants:Implementing an ILS on a Timeline
April 10, 2009Tennessee Library Association Conference, Nashville
Paul Gahn, ILS LibrarianKay Cunningham, Electronic Resources Librarian
Elizabeth McDonald, Head of Cataloging
Goals of presentation
Successes
Mistakes
Experiences
Outline
• Background• Data migration• Training• Still to come• What we would have
done differently?• Questions?
3rd ILSVendor/Product Years
CLSI 1984 - 1994
DRA Classic 1994 – 2008
Innovative Interfaces Inc.’s Millennium 2008-
Four Institution Consortium of Sorts
Institution Students Items Joined
University of Memphis Libraries(Main library & branches)
20,000 1,212,556
University of Memphis Law School
425 89,625 August 2002
Jackson State Community College
2,705 138,428 1995
LeMoyne-Owen College 800 111,596 February 2002
Other partners along the way…
• Shelby State Community College– now Southwest Tennessee CC– 1995-2000
• Dyersburg State Community College– 1998-2001
How was Innovative selected?
• RFP (Request for Proposal) • Fall 2004- Fall 2005
• Three phase project– Writing – Review– Finalize Draft
• Task Force with Subcommittees– Acquisitions/Periodicals– Circulation/Reserves– Cataloging– Public Services– Systems
Selection Time Line
• 2004 /2005 - Draft RFP• Looking for funding• 2006:
June Revised RFPJuly RFP to vendorsSeptember Vendor responses October Vendor demonstrations
• Selection, not official
Implementation Timeline
2007– February Budget planning meetings/timeline
No official dates– March Authority control RFP– November Implementation meetings set– December Test extract of DRA database
2008– January – July Training and migration– July 22 Go Live for Circulation– Late August Start of Fall Semester
Implementation Team Structure
• Implementation Team, chairs of each work team– Technical– Acquisitions /Serials– Bibliographic– Circulation– Public
Presence/ERM/Federated Search
– Bursar Interface– Location codes
• Teams at III– General Implementation– Federated Search
Implementation– Encore Implementation
Challenges
• Age of DRA• Consortial catalog• DRA support running out– Little time to plan/prepare• Technical issues• Staff for coming changes• Doing both simultaneously
Other timeline challenges
• Paul started full-time in March 2008– PLUS: Familiar with DRA
system and had worked part-time on reports and data extracts and loads for UM, but had to be brought up to speed on numerous issues
– MINUS: Started after initial system training took place
• III trainer/consultant was pulled to another project before training was completed– MINUS: Lack of
consistency– PLUS: New trainer kept
us on track better when we would ask “What if” questions
What was migrated?
• Migrated:– Bibliographic and item
records– Patron and fine records
• Not migrated:– Authority records from
DRA– Acquisitions data
(Vendors, funds, orders)– Course reserves– Serials holdings
Garbage out/Garbage in
• Migration is often a good time to clean out and start over, but sometimes there just isn’t enough time
• Different approaches for different data types:– Authority records– Fines– Serials holdings
Authority records
• All bibliographic records sent to MARCIVE for authority processing– Bibliographic records sent:
1,053,167 – DRA authority records left behind 475,212– New authority records loaded into III 719,926 – Ultra-tight deadlines
• GAP period and GAP load• Post-processing
Fine records• Bursar collects all money, not Library• DRA/Bursar interface
– Paid/unpaid data out of sync– Impossible to know when fines have been paid– Paid fines
• New Millennium WebPac feature: My Account– Paid fines from DRA displayed as unpaid
• Fine display suppressed until all current UM faculty/staff/students’ fines were audited– Fine display restored, October 2008– Reconciliation of non-current student fine data
continues
Serials Holdings – Starting Over• DRA Holdings data – incorrect & incomplete
• Migrated bibliographic data– titles not scoped; locations not provided
• Alternative– journal title search
• within ILS, but interfacing with Serials Solutions’ A-Z list
• Solution - February 2009– Temporary holdings records created– Exported print title holdings to Serials Solutions for
integration with online titles
Search by titles (subject browse also available)
Public Views
Online AND print holdings statements display
Holdings entered
Holdings not yet entered Public
Views
How Many Holdings?• 2,100 of 3,100? current subscriptions– after 8 months of data entry
• 9,100+ closed holdings– will take another couple years
• Started in the Js:Journal of the...
Working in the Client
Tech Services V
iews
Implementation Team Training 4 weeks of onsite Training
Dates Training covered
January 29-Feb.1
•ILS WebPac and database evaluation•System and WebPac administration•Circulation parameters•Acquisitions and Serials parameters
March 11-13 •Cataloging I, Acquisitions I, Serials I
April 15-18 •Circulation I, Acquisitions II, Serials II•Systems
May 13-15 •Cataloging II, Circulation II•Media Management
Herding cats:Staff training issues and challenges
– Trainers were being trained at the same time– Profile/test database was roughly 25% of database– Customization of web catalog interface came very
late in the process– Multiple interfaces– New search concepts• Faceted search, Federated search
Staff and Public Training
Staff Training• Millennium
documentation• Hands-on– Prioritized by
departmental migration demands• Cataloging• Circulation
OPAC Training• Demonstrations• Demonstrations with
hands-on opportunities– Requests for Comments
• Hands-on sessions– Assignments
Training Complications• Multiple Search Interfaces– Out-of-box Millennium • Available during the implementation period• Used during staff training
– Customized Catalog Classic• Only available one month before Going Live
– Encore, or Catalog QuickSearch• Only available after “Go Live”
– Plus, a MetaSearcher (ResearchPro)
Catalog QuickSearch
Catalog Classic
The End is Still Not Nigh
• Acquisitions– only UM and Law will use
• ERM– Resource records being
created• Licenses and Contacts still
to come
• Media management• Scanned articles/tests for
Course reserves
• Reports (create lists)
• Serials– In process
• Statistics• Web PAC
customizations– Custom colors for JSCC
and LeMoyne-Owen– Google book preview– Multiple LDAP login to
include JSCC
What worked well?
• Records migrated cleanly• Getting basic functionality up and running– Cataloging and circulation
• Separate OPAC pages for each partner library• No acquisitions money• Gantt chart forced us to focus
What would we have done differently?
• Allow greater flexibility on who receives system training from vendor
• More thought on design of location codes – less re-creation of
former system
• Used mnemonics instead of alpha-numeric for codes
• Project manager based in company’s office
• Circ & cataloging training ASAP
• Test load should have been a full not partial load
• Add Google Analytics as soon as possible
Google Analytics
Lessons Learned
• Understand the product• Have a bulldog on your
side• Plan for change– even if it isn’t coming
tomorrow
• Always be ready to move
• Stay flexible
• Involve everyone, the sooner the better– Tech decisions impact
Public Services– Public desires have Tech
consequences
AND REMEMBER…
• Any choice has consequences
Questions?
Contact Information:Paul Gahn [email protected]
Kay Cunningham [email protected] Elizabeth McDonald [email protected]
PowerPoint slides are at: slideshare.net