Embracing Changing Technology and New Technical Services Workflows in Migrating to a Next-Generation Library Management System Kay Johnson, Head of Collection and Technical Services Jessica Ireland, Serials & Electronic Resources Librarian McConnell Library, Radford University
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Embracing Changing Technology and New Technical Services Workflows in Migrating to a Next-Generation Library Management System
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Embracing Changing Technology and New Technical Services Workflows in Migrating to a Next-Generation Library Management System
Kay Johnson, Head of Collection and Technical Services
• Introduction and Initial Cleanup (Kay)• Background and First Steps
• Migration Process and Workflow Analysis
• Migrating the KB and Ordering (Jessica)• KB Migration
• Ordering
• Aftermath, Lessons Learned, and Next Steps (Jessica and Kay)
Radford University and McConnell Library• Radford University was founded in 1910 in Radford, VA. It is a public Master’s university
with almost 10,000 students. • McConnell Library has 35 faculty and staff, and provides access to around 400 databases,
53,700 e-journals and 1550 print journal titles. About 60 diverse e-resources are provided for free or cost-share by the Virtual Library of Virginia (VIVA) consortium.
In early February 2015, the Dean of McConnell Library announced the library would migrate to:
OCLC WorldShare Management Services
What Migrates? What Doesn’t Migrate?
Does Migrate
• Bibliographic records, sort-of
• Item records
• Patron data & Circ data
• Reserves
• Holdings records
Doesn’t Migrate
• Acquisitions data
• Knowledge base
• ERMS data
• Check-in records
• Authority records
Migration Process
Selected Key Deadlines and Events:
• February 2015 – Begin data clean-up to migrate from legacy system to OCLC Worldshare Management Services (WMS).
• May 2015 – Migrate knowledge base to WorldCat knowledge base.
• June 29, 2015 – Hire temporary assistant to help with serials migration.
• August 11, 2015 – First OCLC WMS Cohort meeting.
• September 17, 2015 – Legacy bib and item data sent to OCLC
• December 13, 2015 – Go Live in WMS.
• January 2016 – Begin ordering and check-in in WMS.
Key Serials Pre-Migration Projects
• Barcode and create item records for all of the bound journal volumes
• Create dummy items for all of the currently-received serialsExample: American Libraries LHR in WMS 876 field:
• Move the e-journals and print journals to the OCLC knowledge base
• Begin adding local information to vendor records
• WEEDING!
Knowledge Base Set-up
• Very short timeframe to migrate KB data.
• Data-dump from previous KB.
• Selecting collections and individual titles.
• Adding print titles.
Brilliant
• The price – it’s free!
• One-click to turn on collections
and individual titles.
• Add to Order button – allows links
between KB and Acq module.
Collection Manager
Collection Manager Detail
And not so much…
• Problems with some of the data for streaming video and music collections.
• Delays with removing titles no longer in collections.