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5.1. Go Live week for incoming library systems

Last Updated 01/30/2024

Final Data Migration into Evergreen

Library migration team, MOBIUS, and NC Cardinal will establish the final date for any activity in old ILS. This period often begins over the weekend prior to the Thursday Go Live date and is the start of the offline period prior to go live in Evergreen/NC Cardinal. Any transactions performed in the old ILS after this date will not be included in the migration data moving to Evergreen. For the following several days, MOBIUS will be processing data (bibliographic records, call number and item records, patrons, and transactions) from the old ILS and importing it into Evergreen. 

Go Live week

Monday morning: Library is offline during final data load

1. Monday through Wednesday all incoming branches should utilize Evergreen's offline mode to check out materials.
2. Utilize as few workstations from Monday to Wednesday as possible, as all workstations used will need to have transactions manually uploaded into a session and any exceptions processed.
3. It is possible, but not recommended, to renew materials and register new patrons.
4. Checking in material is prohibited — staff can evaluate and sort materials (using carts, bins, etc.) to facilitate speedy check in and reshelving after go live. It is recommended to store these items in an area that patrons cannot access.

Wednesday afternoon: Cardinal team processes offline transactions

1. Prefer that all incoming library branches close early Wednesday evening — by 6:00 PM, if possible.
2. One library staff member at each branch will need to remain after closing to help upload transactions, unless the library system has the capability to remote into all workstations used to checkout materials during the offline period.
3. The Cardinal team works with each branch to upload and process offline transactions.
4. After uploading offline transactions, the NC Cardinal team will resolve any exceptions that have occurred. Once these are all resolved, Cardinal team will give the All Clear for logging in and checking in materials in the morning.

Thursday: GoLive into NC Cardinal's production instance of Evergreen

1. Library system opens late, if possible to give staff time to settle in, get logged in for the first time, etc.
2. Once NC Cardinal staff give the go-ahead, items that have accumulated during offline period can be checked in and data tested.
3. NC Cardinal team is available to support front-line staff with any questions or concerns.

Friday: Continue support of library system's GoLive within NC Cardinal

1. Library staff can continue to submit issues or questions to the migration Basecamp project for resolution.

First weekly call after Go Live

1. NC Cardinal team reviews administrative training, reports training, and other troubleshooting.