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Evergreen Migration Process

plansAccording to the Evergreen community documentation, migrating data involves migrating bibliographic records, adding copies to bibliographic records, migrating patron data, restoring your Evergreen database to an empty state, exporting bibliographic records into MARC files, and importing authority records.

There are two main ways to install, maintain, and migrate to Evergreen: internally or contract with a vendor. Internally, follow the instructions available on the community's wiki while remaining in close contact with the community about questions. You can contract with a vendor to do any or all of the following: install the software, migrate data, train staff members, provide updates, offer support services, and even host the software.

Although the staff client can run on Windows, Macintosh, or Linux, the server requires Windows via a Unix-guest OS.

Consider consulting case studies about other libraries' process of migrating to Evergreen, including the Electronic Information for Libraries page.

Best Practices for Migration
  • Spot check data (during testing, migration, and after migration).  Catching problems early means less work trying to fix problems later.
  • Write workflows and policies/rules beforehand.  Writing these during your work on a test site should provide step by step instructions on how to do the final migration.
  • If working with a vendor, regular communication is important.  Having regular meetings ensures that  everyone stays on the same page and prevents miscommunications that will slow down the process.  Having one person as liaison between the library and the vendor will ensure a clear chain of communication.
  • If members of the consortium are coming from multiple ILS, having a vendor will make it easier.  This doesn't mean that you can't do it on your own, but migrating from System A is going to be different than migration from System B.  This increase in complexity could make working with a vendor more cost effective.