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M i g r at i o n H e u r i s t i c s


     Top Ten Data
  Migration Strategies
                      Joy Nelson
                      Migration Specialist
Maintain Relationships



•
  Relationships in the data
•
  Relationship between you and your client
    •
        Empathy
    •
        Expectations or ‘premeditated resentments’
Communication Plan


•
  Maintain a Regular Schedule
•
  Listening and adjust the
language
•
  Mind the body language
Document, Document, Document



•
  Project Specific Information
•
  Issues Related to Project
•
  General Knowledge Base
Familiarity



•
  Workflows
•
  Process
Consistency

•
  Standard processes in all
migration projects.
•
  Consistent terminology in Koha
Aesthetics

•
    Appearances matter –
      •
        Design the OPAC
      •
        Attractive and easy to use
        worksheets and/or
        checklists
Watch the Jargon

•
  Guilty! Heuristics? Really?
•
  Modify your technical language
to your user.
•
  Ask your users to do the same
for you if needed to explain
process.
Flexibility


•
  Meet your library where they
are in terms of technical
expertise and time.
•
  Find tools to assist them.
Anticipation

•
    Long Range Vision
          •
            What’s coming around
            the corner?
          •
            How will this decision
            impact them on go-live
            day?
Transparency of Process



•
  Resist the ‘black box’ migration
•
  Engage your users

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Migration Heuristics

  • 1. M i g r at i o n H e u r i s t i c s Top Ten Data Migration Strategies Joy Nelson Migration Specialist
  • 2. Maintain Relationships • Relationships in the data • Relationship between you and your client • Empathy • Expectations or ‘premeditated resentments’
  • 3. Communication Plan • Maintain a Regular Schedule • Listening and adjust the language • Mind the body language
  • 4. Document, Document, Document • Project Specific Information • Issues Related to Project • General Knowledge Base
  • 6. Consistency • Standard processes in all migration projects. • Consistent terminology in Koha
  • 7. Aesthetics • Appearances matter – • Design the OPAC • Attractive and easy to use worksheets and/or checklists
  • 8. Watch the Jargon • Guilty! Heuristics? Really? • Modify your technical language to your user. • Ask your users to do the same for you if needed to explain process.
  • 9. Flexibility • Meet your library where they are in terms of technical expertise and time. • Find tools to assist them.
  • 10. Anticipation • Long Range Vision • What’s coming around the corner? • How will this decision impact them on go-live day?
  • 11. Transparency of Process • Resist the ‘black box’ migration • Engage your users