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HELM Migration

Kick-off Details

Date: Jun 27, 2023 (9am - 12pm)

Zoom URL: https://zoom.us/j/9300044265

Zoom Password: flo

Kick-off Agenda

9:00-9:15 am - Introductions 

9:15-9:25 am - Welcome from HELM president

9:25-9:35 am - Introduction to FLO

9:35-9:40 am - Introduction to ByWater 

9:40-10:10 am - Working groups/HELM governance

10:10-10:30 am - Roadmap

10:30-10:45 am - Econtent

10:45-11:00 am - Break

11:00-11:30 am - OPAC & staff client overview

11:30-12:00 pm  - Patron types, item types, circulation rules, notices, course reserves

12:00-12:15 pm - Reporting

12:15-12:25 pm - Messaging

12:25-12:35 pm - Next steps 

12:35-12:45 pm - Questions 

Survey Summary

General Background

  • Perceptions of being in a consortium
    • Pros: collaboration, shared costs, resource sharing 
    • Cons: system outages, consortial costs can rise, learning new systems can take a lot of staff time 

Technology

  • Perceptions of Symphony:
    • Pros: clear menus, reserves and circulation tasks work well
    • Cons: searchability, reporting could be streamlined, basic functions missing (cut/copy/paste) 
  • Perceptions of Koha:
    • Pros: more aligned with higher ed. than public libraries 
    • Cons: no concerns, eager to learn more 

Migration

  • How can we make this migration a success?
    • Extensive documentation
    • Clear expectations from staff
    • Provide plenty of support 
    • Patience and humor!