HELM Migration 2020 Roadmap

October-December 2019 - Preliminary Work

• Establish contacts at school for data gathering
• Gather test bib, patron, and circulation data from current networks
• Gather EZproxy files
• Migration 2020 dashboard created and disseminated to libraries
• Bib and patron data mapping

January 2020

• Kickoff event for new libraries
• Review e-content
• Test data load and review by libraries in Koha test server
• Introduce staff to Zoom online video meetings and expectations
• Introduce staff to HELM history, structure, mission, vision, and goals
• Introduce staff to HELM website
• Introduce staff to Koha ILS
• Introduce staff to FLO ticketing system
• Staff appointees from each new library begin attending working groups once a month as observers

February 2020

• Set-up EZproxy servers
• 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

March 2020

• Begin weekly migration meetings
• Weeding and data cleanup completed
• Configure circulation and fine rules
• Configure circulation notices
• Start configuring EDS
• Survey training needs of library staff

April 2020

• In-person staff training with ByWater and FLO in Koha ILS test server
• Create staff accounts and set permissions
• Create reports
• Create course reserves
• Schools start testing EZproxy
• Discontinue borrowing and lending in current network and ComCat

May 2020

• 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

June 2020

• 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 uploads begin
• ComCat/Koha training
• ComCat lending begins