NOTSL

Migration Station: Tips & Tricks to Manage Your Data
Virtual meeting via Zoom
Program: 10:00 am – 4:00 pm
(Zoom will open a few minutes early to allow for troubleshooting)
Friday, December 16, 2022 

Deadline to register was December 9.

Presenters’ slides available through the links in the brief agenda below.

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10:00 – 10:15	Opening remarks
10:15 – 12:15	Getting ready for the big move, Kyle Banerjee, Sr Implementation Consultant, EBSCO FOLIO Services
12:15 – 1:15	Lunch break
1:15 – 1:30	NOSTL business meeting
1:30 – 2:30	A marathon, not a sprint: the OhioLINK RFP process, Theda Schwing, Associate Director, Discovery and Delivery, OhioLINK
2:30 – 2:45	Break
2:45 – 3:45	Lessons learned from a decade of system migrations, Wes Osborn, Executive Director, Central Library Consortium

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NOTSL is pleased to welcome the following speakers and their presentations.

Getting Ready for the Big Move
Presented by Kyle Bannerjee, Senior Implementation Consultant, EBSCO FOLIO Services

Libraries move to new systems to deliver better services to users. But what does that mean for purposes of preparing to migrate? The whole point of adopting a new system is that it works differently than the old one, and your current system uses and structures data differently than the new one. As a result, preparing your data is more than a matter of ensuring each field is transmitted faithfully. Learn what kinds of things you need to think about and what tools and methods you can use to prepare your data to ensure a smooth transition for staff and users alike.

Originally a cataloger by training, Kyle played many roles during the 25 years he served in academic, government, consortial, and special library environments before joining EBSCO. He has extensive knowledge of library operations and systems, and he’s published five books and many articles about technology, metadata, migrations, and resource sharing, as well as other topics. Kyle believes that successful migrations are all about understanding people and what they’re trying to do. 

A Marathon, Not a Sprint: The OhioLINK RFP Process
Presented by Theda Schwing, Associate Director, Discovery and Delivery, OhioLINK

At many libraries, the Integrated Library System (ILS) provides an infrastructure that helps the library offer a variety of services to its patrons. But, from time to time, that infrastructure needs to be reevaluated – and potentially replaced – to continue to allow the library to complete its mission. The OhioLINK consortium is now in the middle of such a process, with a Request for Proposal (RFP) underway to evaluate and select an ILS for all 117 member libraries. This presentation will discuss the background for why OhioLINK libraries began the RFP process, how the consortium created the RFP document, the timeline for the RFP, and the complexities involved in considering a change of the ILS on the consortial scale. 

Theda Schwing is the Associate Director of Discovery and Delivery for OhioLINK. Schwing leads OhioLINK-member technology integration, OhioLINK’s member support site, and shared library services, including the OhioLINK central library catalogs, authentication, document delivery, and discovery services. Her responsibilities also include managing operations with library vendors.

Lessons Learned from a Decade of System Migrations
Presented by Wes Osborn, Executive Director, Central Library Consortium

Wes has been a part of a dozen system migrations while working in ILS System Administration. He’ll share suggestions on what data to keep and what to get rid of. When is the best time to perform a data migration? What data should you keep from your old system? Who should be a part of your data migration team? And tools you should consider using to help make the migration process go smoother.

Wes has worked for the Central Library Consortium (CLC) since 2001. While at CLC, Wes helped grow the organization from 8 to 17 member libraries. With over 20 million in annual circulation, CLC has one of the busiest Polaris Library Software installations in the world. Wes has worked in libraries since high school. He met his wife (Laura) while they were both working at the library. They share the same passion for the critical role that libraries play in providing equal access to information for all and are also supporters of the performing arts.

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