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: July 7 - August 3Credits: 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 a Cataloging/Metadata Librarian and Trainer who has worked with academic, public, community college libraries and multistate consortias on cataloging and metadata projects, among those are the Orbis Cascade Alliance, the University System of Georgia, and SkillsCommon.
Robin is both a practitioner with over 10 years of cataloging and a trainer. She is a frequent guest on WREK’s Lost in the Stacks discussing metadata and semantic web topics. She holds a B.A. in English from the University of Georgia; a MLIS from the University of South Carolina; certificates in Project Management (University of Georgia), and a Yellow Belt in Six Sigma (a quality and processes control standard). Her book Semantic Web Technologies and Social Searching for Librarians was published in 2012.
How to Register
To enroll yourself or other participants in a class, use the “Register” button that follows the description of each course. If the “Register” button does not show up, try loading the page in a different web browser. Contact us if you have technical difficulties using our shopping cart system or would like to pay for an enrollment using another method. On the payment page in the shopping cart system, there is a place to add notes, such as the names and email addresses of participants you wish to enroll. We will contact you to request this information in response to your processed payment if you do not include it in the “notes” field. Prior to the start of the workshop, we will send participants their login instructions.Payment Info
Our shopping cart system allows you to pay with a credit card or with PayPal.Alternatively, if it is an institutional payment, we can arrange to invoice you. Contact us by email, and we can make arrangements to suit your institution's business processes.
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