Course Information
| Session |
|---|
| Credits | 1.5 CEUs or 15 PDHs |
|---|---|
| Registration dates | We accept registrations through the first week of classes, unless enrollment is full, and unless the class was canceled before it started due to low enrollment. |
System Migrations
$250.00
Dates: November 2 - November 29Credits: 1.5 CEUs or 15 PDHs
This course focuses on planning and implementing a system migration such as ILS, LSP, institutional repository, and/or digital asset management (DAM)s including pre-implementation work of identification of needs, evaluation of systems, and choosing a system (including the formal process of writing a request to purchase [RFP]). Stages of a system migration project will be explored including data preparation and known issues with ILS/LSP data migrations, along with larger change management including onboarding staff, changes and revision of workflows, and more.
While this class focuses on the planning and project management of migration of library systems that support access to the library resources, especially library catalog software, aspects of this class will apply to a variety of projects that involve planning a new system, with or without migration of data including CMS/website implementation projects. Planning of system migrations and leadership through significant workflow and systems changes will lead to a more successful “Go Live” day with less stress for all staff.
Some understanding of library data and the terminology of library resources as used within library systems will be useful, but this class does not involve programming.
Course Objectives and Goals
By the end of the course students will:
- Develop project management skills applicable to system migration projects to organize, manage, and implement a system migration from planning to post-implementation workflows.
- Explore templates and tools to manage projects, evaluate systems, write RFPs, and create a successful migration plan.
- Understand the stages of system migration and be able to create project plans for their library that include scope, objectives, stakeholder analysis, steps including data migration, and communication strategies.
- Gain insights into opportunities, risks, and change management that occur in system migration projects by exploring the impact of system migrations on workflows and staff (including time and training plans). Be able to formulate impact statements and risk management plans to identify and mitigate potential risks to facilitate efficient workflows in the new system.
This is an asynchronous course with built-in course materials and series of weekly assignments. Some course materials may be recorded.
Course Description
This course focuses on planning and implementing a system migration such as ILS, LSP, institutional repository, and/or digital asset management (DAM)s including pre-implementation work of identification of needs, evaluation of systems, and choosing a system (including the formal process of writing a request to purchase [RFP]). Stages of a system migration project will be explored including data preparation and known issues with ILS/LSP data migrations, along with larger change management including onboarding staff, changes and revision of workflows, and more.
While this class focuses on the planning and project management of migration of library systems that support access to the library resources, especially library catalog software, aspects of this class will apply to a variety of projects that involve planning a new system, with or without migration of data including CMS/website implementation projects. Planning of system migrations and leadership through significant workflow and systems changes will lead to a more successful “Go Live” day with less stress for all staff.
Some understanding of library data and the terminology of library resources as used within library systems will be useful, but this class does not involve programming.
Course Objectives and Goals
By the end of the course students will:
- Develop project management skills applicable to system migration projects to organize, manage, and implement a system migration from planning to post-implementation workflows.
- Explore templates and tools to manage projects, evaluate systems, write RFPs, and create a successful migration plan.
- Understand the stages of system migration and be able to create project plans for their library that include scope, objectives, stakeholder analysis, steps including data migration, and communication strategies.
- Gain insights into opportunities, risks, and change management that occur in system migration projects by exploring the impact of system migrations on workflows and staff (including time and training plans). Be able to formulate impact statements and risk management plans to identify and mitigate potential risks to facilitate efficient workflows in the new system.
This is an asynchronous course with built-in course materials and series of weekly assignments. Some course materials may be recorded.
Robin Fay
Robin Fay is an experienced Cataloging and Metadata Librarian, trainer, and author working where metadata, cataloging, systems, and AI intersect. She has led cataloging, migration, and data quality projects across the GLAM landscape — federal agencies, multistate academic consortia including the Orbis Cascade Alliance and the University System of Georgia, and academic, community college, public library, and museum collections. Her practice spans MARC to BIBFRAME, system migrations, authority and entity management, controlled vocabularies, and linked data, including where AI tools help in metadata work and how to build human-AI collaborations for our work. She is the author of Semantic Web Technologies and Social Searching for Librarians and actively writes at linkedin and elsewhere. A frequent guest on WREK's Lost in the Stacks, she discusses metadata and semantic web topics through the lens of practical application. Connect with Robin via her linktr.ee/robinfay or at robinfay.net
How to Register
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