Here is a detailed list of dates pertaining to the SCLS migration to Koha. This list includes cutoffs for various ILS services--such as report requests. Also included are the dates for cessation of various activities on Dynix prior to the migration--such as last day to add new holdings. If you have questions about this schedule, please submit them via the SCLS Koha Comments and Questions form.
REPORT REQUESTS
11/1/2010 Last day to request a report of Clubs & Organizations records
12/1/2010 Last day to request custom reports (Weeding, Serials, Patron, item, etc.)
12/28/2010-1/5/2011 year end reports on Dynix
1/17/2011-1/21/2011 Jan. 1-14 2011 year end reports on Dynix
All standard reports will be run as regularly scheduled
SERIALS
Ongoing--Review serials copy records (see blog post Serials Copy Record Maintenance) ; request a new Union List Report for another check!
12/9/2010 Last day to modify or delete magazine holdings (with exception of status)
1/6/2011 Last day to request new copy records on Dynix
1/7/2011 Last day to modify copy records Dynix
1/7/2011 Stop Serials checkin on Dynix
1/19/2011 Resume Serials checkin on Koha
ITEM MAINTENANCE
Ongoing--Weed! Request weeding reports through 12/1/2010
Ongoing--Clean up and delete Claims returned items (reports run 3rd Wednesday of each month; see blog post Cleaning up items with Claims Returned status).
Ongoing--Clean up items with problem statuses (Cleaning up items with problem statuses).
9/8/2010 SCLS will run last Lost (L) and Items with statuses LT,M,T,D,MI for all items marked prior to 1/1/2010
10/18/2010-10/22/2010 SCLS will purge all items marked L,LT,M,T,D,MI prior to 1/1/2010
9/15/2010 Last day to submit requests for new and deleted collection codes
11/24/2010 Last day to submit requests to change existing collection codes (holdings summary or spine label)
11/24/2010 Last day to submit requests to batch change collection code/ITYPE on a group of items
11/24/2010 Last day to submit requests to batch change Status of items
ACQUISITIONS
Ongoing--Review old orders and clean them up
12/1/2010 Stop Ordering on Dynix
12/9/2010 Migrate funds and vendors for some libraries (as needed)
Mid-December (TBD) For those not migrating, set up 2011 fund accounts and vendors in Koha
12/23/2010 Begin ordering from 2011 fund accounts on Koha (but not before 2010 orders are canceled with vendor--see below) No receiving in GetIt yet!
12/31/2010 (or sooner) Stop Receiving on Dynix
1/7/2011 (or sooner) Cancel all remaining orders in Dynix (these will not be migrated)--will need to cancel with vendor
12/9-1/7/2010 Closeout 2010 fund accounts on Dynix--as scheduled by library when last order is canceled
1/7/2011 Libraries cease ordering on Koha
1/19/2011 Libraries resume ordering and begin receiving and invoicing on Koha
CIRCULATION/Patron
12/6/2010 & 12/7/2010 - Purges of Inactive Patrons based on parameters approved by the ILS Committee
1/11/2011 Last date to add, modify and delete patron records
1/13/2011 Cease circulation on Dynix
1/14/2011-1/16/2011 Libraries use Koha offline circulation
1/17/2011 First phase of libraries Go Live on Koha
1/18/2011 Second phase of libraries Go Live on Koha
LINKcat/PAC
1/13/2011 Last holds by staff and patrons placed on Dynix
1/14/2011-1/16/2011 LINKcat down
1/17/2011 LINKcat up on Koha
CODES
9/15/2010 Last day to submit requests for new and deleted collection codes
11/24/2010 Last day to submit requests to change existing collection codes (holdings summary or spine label)
11/24/2010 Last day to submit requests to batch change collection code/ITYPE on a group of items
12/31/2010 Last day to submit changes to Item Loan types (daily fines, max. fines, grace periods and notice intervals)
CATALOGING
ISBN forms (no cutoff ; we can hold)
Dup record forms (no cutoff ; we can hold)
Problem bib record forms (no cutoff ; we can hold)
12/9/2010 Last day to modify existing holdings (all fields except status)
12/9/2010 Last day to delete existing holdings
12/9/2010 Last day to add new BSE records
1/7/2011 Last day to create new holdings records
MISC
10/21/2010 Clubs & Organizations records--last notices printed / reports generated
11/1/2010 All Inventory Projects must be completed