MIGRATION NATIONPresented by Katherine Gregory, Shae Tetterton,

and Jennifer Bielewski

What is PINES?

• A consortium of 51 Georgia public library systems• 286 facilities• A common library automation system running on

a centralized cluster of servers• A union database of 10 million books and other

items• A shared database of 2 million PINES cardholders

from all 159 Georgia counties

PINES Migration History

• Migration of Phase I libraries in December 1999• Migration of Phase II libraries in September 2001• Additional libraries added individually until 2004• Migration of all 265 libraries onto Evergreen on

September 5, 2006• Addition of 5 more library systems totaling 286

facilities

In Hindsight…

• Policy training• The Phase II migration caused a server crash due

to logging being turned on for OPAC searches• Know your software limits • Don’t migrate at the end of the fiscal year• Pay extra attention to matching points for bib

records• Be aware of the potential for loss of staff due to

change

Resources

• Mission, Bylaws, Code of Ethics• Membership Agreement• Policies and Procedures• Implementation Schedule• Translation table including fines structure, item

types, item status, holdings tags and subfields, library information, ip range, age protection, and shelving location

http://www.georgialibraries.org/pines/aboutpines/documentation

ConsiderationsHuman Resources

– Who needs to be involved (roles)?– Roles: Project Manager, Trainers, Data

Reviewers, IT, etc…– Who needs to be available when?– Scheduling and setting expectations.– Will you have a help desk?– Clear channels of communication.

Considerations

Budget – How is the project being funded?– How much now and later?– When do the funds need to be spent?– Consider services you need from

Equinox and other vendors.– Data costs

Considerations

• Evaluate Data/Data Cost– Weeding & Inventory– Data Cleanup– Rebarcoding

• The Process– Policy mapping– Data mapping

– Data Extractions– Transactions– De-duplication

•Resource Allocation

Final Thoughts• Additional questions:

– Will you run your legacy system concurrently?– Do you need any development?– Will you need to close the library?– What documentation do you need on hand?– What’s your contingency plan?

• Making the most of this opportunity!– Discuss policies and resource sharing

services.– Discuss developments that could improve

your service and the product.– Get involved!

Migration Nation

Training – Live online– Face to face

Thank you! Any Questions?