HELM Migration 2021 Roadmap
December 2020–January 2021
Gather bib/holdings/item and patron data from WSU
Gather EZproxy files including config.txt, user.txt, and any other relevant files
Start data mapping
Staff appointees from WSU begin attending HELM working groups once a month as observers
February 2021
Online Kick-off event to introduce WSU to HELM
Online video meetings and expectations
HELM history, structure, mission, vision, and goals
HELM website
Koha ILS
FLO ticketing system
Test data load and review by libraries in Koha test server
Start e-content review to determine automatically managed packages
Load first data extract onto Koha test server
March 2021
Begin weekly migration meetings
Review patron data delivery
Continue test data review in Koha test server
Assess e-content packages and auto-load options
Library staff start to familiarize themselves with Koha ILS using test server
Survey training needs of library staff
April 2021
Set-up EZproxy server
Weeding and data cleanup completed
Configure circulation and fine rules
Configure circulation notices
Start configuring EDS or Summon
Staff complete asynchronous Koha training on HELM website
Live online staff training with ByWater and FLO on Koha test server
May 2021
Discontinue borrowing and lending in current network and ComCat
Data freeze - no more editing, adding, or deleting data from current ILS
Final data sets uploaded into Koha ILS production server
Libraries export final statistics from current ILS
Create staff accounts and set permissions
Create reports
Create course reserves–manually add or batch
Schools start testing EZproxy
June 2021
Go Live!
FLO holds open office hours during the week following Go Live
Automated e-content record loads begin
Automated patron record loads begin
EDS or Summon uploads begin
ComCat/Koha training
ComCat lending begins
Change EZproxy prefix on library websites, LMS and EDS/Summon; start using EZproxy