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5.2. Things to Review in Staff Client on Day of Go Live

Last Updated 02/05/2024

Post Migration Checklist

Please do the following on the go-live day to identify and report issues that may need to be addressed post-migration. We have a limited time in which to repair migration errors and require the information as soon as possible post migration.  Failure to report issues may result in delay of resolution.

Patrons

• Identify a variety of different kinds of patrons in your legacy system and confirm the following (i.e. different user groups; fines; notes; etc.):

• • Name, address, barcode and other contact information migrated
  • Notes/alerts migrated
  • Items out migrated
  • Fines and bills migrated
  • Barred patrons migrated as barred or blocked

Items

• Confirm the circulation/lending periods chosen by the library match each of the following circ modifiers:
ART PRINT
AUDIOBOOK
BOOK
DOCUMENT
EBOOK
EQUIPMENT
GAME
ILL
KIT
MAGAZINE
MAP
MICROFORM
MISC
MUSIC
NEWSPAPER
PERIODICAL
PLAYAWAY
RENTAL
SOFTWARE
TECHNOLOGY
VERTICAL FILE
VIDEO

• Confirm location codes (shelving locations) migrated
• Complete a search for items in the catalog and confirm the OPAC displays the proper location (e.g. Adult Fiction, Juvenile Audiobook, etc.)
• Identify/note if items are showing the default “Stacks” location — these need to be corrected
• SIP accounts created and activated for needed vendors
  • Overdrive: e-iNC, NC Digital
  • PC Res, etc
  • Self check machines
• New Evergreen OPAC accessible on patron facing workstations