MIGRATING FROM CONSORTIALLY SHARED MILLENNIUM TO INDIVIDUALLY HOSTED SIERRA WITHOUT A SYSTEMS LIBRARIAN
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1 MIGRATING FROM CONSORTIALLY SHARED MILLENNIUM TO INDIVIDUALLY HOSTED SIERRA WITHOUT A SYSTEMS LIBRARIAN Carl Danis Collection Development/Electronic Resources Librarian June Power Access Services/Reference Librarian
2 HISTORY OF THE COASTAL LIBRARY CONSORTIUM Founded 1994 Consisted of UNCP, UNCW, FSU UNCW hosted the server Governing council met several times per year
3 DISSOLUTION OF THE COASTAL LIBRARY CONSORTIUM Server was aging Time for a migration Different migration paths chosen by constituents Dissolved March 2014
4 PREPARATIONS FOR MIGRATION Eliminating intraconsortial holds and migrating to interlibrary loan Database cleanup Circulation Cataloging Serials Acquisitions Systems administration without a Systems Librarian
5 PREPARATIONS FOR MIGRATION Proxy Access to electronic resources from off campus went through uncclc server Obtain new IP address Notify all necessary parties of IP change/addition Still in process of notifying those who fell through the cracks Obtain all necessary certificates (SSL/SAN)
6 DATABASE CLEANUP CIRCULATION-BEFORE Resolve intraconsortial borrowing issues Delete patron Delete fines Clean up holds Block new holds
7 DATABASE CLEANUP CIRCULATION-AFTER Create list of patrons from exiting libraries Globally purge fines Cancel all holds Batch checking Globally delete Update loan rules and LRDT Update circulation notices
8 DATABASE CLEANUP CATALOGING-BEFORE Not a lot for Cataloging before copy Determine suppression values for records Run Scope authority records
9 DATABASE CLEANUP CATALOGING-AFTER Create List of Bib Records owned by UNCW/FSU individually or collectively Suppress these records Try to remove as many of these records before Go Live date Create List of Bib Records owned by UNCP/UNCW/FSU Remove references to UNCW/FSU before Go Live date
10 DATABASE CLEANUP SERIALS-BEFORE Delete Checkin Records for UNCW/FSU Run Claims
11 DATABASE CLEANUP SERIALS-AFTER Determine Information no longer necessary Delete any checkin records for UNCW/FSU that were missed earlier Delete Bib records owned only by UNCW/FSU individually/collectively
12 DATABASE CLEANUP AQUISITIONS-BEFORE Delete Order Records for UNCW/FSU Run any claims Post/Print fund activity report
13 DATABASE CLEANUP ACQUISITIONS-AFTER Determine information no longer necessary Delete order/vendor records exclusive to UNCW/FSU Delete fund/claim cycle codes exclusive to UNCW/FSU Delete bib records exclusive to UNCW/FSU
14 SYSTEMS ADMINISTRATION ISSUES Perfect Storm UNCP Point Person took position elsewhere Dean/Collection Development/Electronic Resources Librarian became Point Learning as we go Contracted with Innovative to have an expert available to guide us through tough issues
15 SYSTEMS ADMINISTRATION ISSUES Configuring Sierra Authorizations for staff Determining who can do what Tedious and time consuming Continuously refining Configuring and assigning work flows
16 SYSTEMS ADMINISTRATION ISSUES Proxy Access to off campus resources go through new hosted server Contacting all pertinent parties of IP address changes Did not get new IP until two days before scheduled migration Needed to obtain all necessary certificates (SSL/SAN) Campus IT did this for us
17 SYSTEMS ADMINISTRATION ISSUES Web Bridge Configuring/Learning how web bridge works Cleaning up data from UNCW/FSU Web Access Management (WAM) Configuring/Learning OPAC configuration Tweaking/Configuring Cleaning up UNCW/FSU References
18 FROM A LOCAL SERVER TO A HOSTED SERVER UNCP Issues New Point People Learning how things work and fit together Getting all proxy information correct Cleaning up data Cataloging/Circulation/Systems management Lots of Help Innovative UNCW
19 ONGOING ISSUES Still cleaning up data Still discovering vendors that did not change or get new IP information Some cataloging issues Dealing with records deleted, but still showing up UNCW/FSU locations OPAC Still some references to Consortium/UNCW/FSU
20 QUESTIONS?
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