10 steps to successfully implement your new library software
DESCRIPTION
A how to guide on how to implement library software into your current system. These slides take you through the basics of what to look out for, any pit falls and how to plan the process. Its a very easy to follow guide, illustrated with images to help you.TRANSCRIPT
The 10 step guide
To successful implementation
By Penny Bailey of Bailey Solutions
Of your brand new
library software
Step 1.
Legal documents
Get legal contracts checked and signed
off nice and early
Don’t be held up by contract negotiations during the implementation phase
What did you say?
Step 2.
Appoint a project manager
Their job will be
To make sure
timelines are sound
To see that things are done when they need to be done!
Ideally there should be
corresponding person on the vendor side to communicate with
regularly
corresponding personproject manager
Step 3.
‘Phased transition’ or BIG BANG?
Decide early on whether you need a phased transition from your legacy
system, or whether you are going for ‘big bang’ and this will impact time lines
Step 4.
Establish a time line agenda
What needs to be done?
Who will do it?
When does it need to be done?
Which tasks are dependent
on the completion of other tasks?
Step 5.
Data migration
Send data samples
Arrange for a pilot data migration (if necessary)
Agree final data delivery milestones.
Step 6.
Involve IT
Hopefully you will have done this in the buying stage!
Make sure your IT staff have the IT infrastructure in place
Run the final system installation
Have the personnel available
for the pilot data conversion
Step 7.
Training programme
Find out who needs training
Check your trainees availability
Which modules
do they need training on?
Plan a training programme with the vendor’s trainer
If you are having a pilot data conversion
You may decide you need sufficient training
or key staff at this stage so they can assess the impact of the data conversion
and the new system
Otherwise plan for everyone to be trained
soon after system delivery. Book the training room for all sessions
Step 8.
Pilot data conversion
This usually involves full system
installation and therefore IT personnel
You also need to allow library staff time to assess all areas of the system
with converted data
Report errors and omissions back to vendor
Step 9.
Review task processes
A new library system is often a great opportunity to change
working practices
Write draft handbooks and manuals with your own policies for using the
new system
Step 10.
System goes live and training starts
Publicise library closure time
Highlight restricted services in advance
Make sure key IT and library staff are available on the go live date
Step 11.
Post delivery
To stop any nasty surprises
These are things to consider post launch
Data verification
Data modification
Retrospective cataloguing
This should have been planned in advance
and sufficient library staff appointed to do their regular
tasks and any extra work
The End
www.baileysolutions.co.ukMore information on library solutions & knowledge management can be found here
All images sourced from Flickr and used under a creative commons licence
Thank you for watching