Think about when to have the incoming library system's GoLive for resource sharing
Up to 60 days after GoLive into Cardinal's Evergreen Production instance
Pinpoint a hub within the system during migration
Space needed in hub to house resource sharing materials and set up of resource sharing area:
If a municipal library, the hub lies with itself unless the branch is close to another Cardinal system. Then an arrangement could possibly be created to work with another system's hub. Ex. Brown library shares a hub with BHM Regional.
Think about what day(s) a library hub could send out materials to other Cardinal members. Ex. Monday-Friday schedule, Only Wednesday's to send out materials, Tuesday and Thursday
Designate a work area that can be utilized for processing materials (for shipping and deliveries). Shelving for consortium holds, workstation to create shipping labels, area for a scale to weigh outgoing packages
Area for incoming and outgoing courier services (bins, boxes, or bags that travel to local branches)
Cardinal will contact FedEx for account set up of migrating system's resource sharing contract via the State Library contract
FedEx will contact migrating system's point of contact for conference call walk-through of FedEx Ship Manager website interface, how to order label pouches, and provide credential set
Begin pulling local and resource sharing holds twice a day (morning and afternoon) via the pull list
Decide on a FedEx pickup schedule of materials (daily, three times a week, twice a week, once a week). Be mindful that FedEx will deliver, however, Monday through Friday if materials are on hold for your patrons.
Courier any local holds to your branches.
Be mindful of the 7 day Hold Shelf Cardinal policy — holds can live on your holds shelf for up to seven days. After 7 days, holds should return to their home or be sent to the next patron in queue for the hold.