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.

1. The 10 step guide

2. To successful implementation By Penny Bailey of Bailey Solutions

3. Of your brand new library software

4. Step 1.

5. Legal documents

6. Get legal contracts checked and signed off nice and early

7. Don’t be held up by contract negotiations during the implementation phase What did you say?

8. Step 2.

9. Appoint a project manager

10. Their job will be

11. To make sure timelines are sound

12. To see that things are done when they need to be done!

13. Ideally there should be corresponding person on the vendor side to communicate with regularly corresponding person project manager

14. Step 3.

15. ‘ Phased transition’ or BIG BANG?

16. 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

17. Step 4.

18. Establish a time line agenda

19. What needs to be done?

20. Who will do it?

21. When does it need to be done?

22. Which tasks are dependent on the completion of other tasks?

23. Step 5.

24. Data migration

25. Send data samples

26. Arrange for a pilot data migration (if necessary)

27. Agree final data delivery milestones .

28. Step 6.

29. Involve IT

30. Hopefully you will have done this in the buying stage!

31. Make sure your IT staff have the IT infrastructure in place

32. Run the final system installation

33. Have the personnel available for the pilot data conversion

34. Step 7.

35. Training programme

36. Find out who needs training

37. Check your trainees availability

38. Which modules do they need training on?

39. Plan a training programme with the vendor’s trainer

40. If you are having a pilot data conversion

41. 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

42. Otherwise plan for everyone to be trained soon after system delivery. Book the training room for all sessions

43. Step 8.

44. Pilot data conversion

45. This usually involves full system installation and therefore IT personnel

46. You also need to allow library staff time to assess all areas of the system with converted data

47. Report errors and omissions back to vendor

48. Step 9.

49. Review task processes

50. A new library system is often a great opportunity to change working practices

51. Write draft handbooks and manuals with your own policies for using the new system

52. Step 10.

53. System goes live and training starts

54. Publicise library closure time Highlight restricted services in advance

55. Make sure key IT and library staff are available on the go live date

56. Step 11.

57. Post delivery

58. To stop any nasty surprises

59. These are things to consider post launch

60. Data verification

61. Data modification

62. Retrospective cataloguing

63. This should have been planned in advance

64. and sufficient library staff appointed to do their regular tasks and any extra work

65. The End

66. www.baileysolutions.co.uk More 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