1. Migrating to an Open Source Catalog One Library’s Experience and How You Can Do It, Too Karen Kohn Collection Development Manager Arcadia University

2. Why We Migrated Problems with our previous ILS Lack of customer service Reports were inaccurate IT wanted to access data directly Locked into a Content Management System for the website and OPAC, non-ADA- compliant

3. What is Koha? Integrated Library System with all major functions Free to download – “Free like puppies” Started in New Zealand in 2000

4. How Open Source Works Not like Wikipedia! Anyone can submit changes to the code, or can pay a company to write code Release Manager (elected) approves changes Official version available for download at http://koha-community.org http://koha-community.org Multiple companies provide support

5. Who Uses Koha At least 63 U.S. libraries, 7 Canadian libraries Public, school, special, and academic libraries See http://wiki.koha- community.org/wiki/Koha_Users_Worldwide http://wiki.koha- community.org/wiki/Koha_Users_Worldwide

6. Support Available for Koha Several companies provide paid support ◦ They can do migration, installation, and hosting OR just support. Online Manual E-mail List

7. Technical Support at Arcadia Did installation ourselves, host it ourselves Pay a company to be our helpdesk Paid one-time fee for OPAC customizations (some of which were submitted to community)

8. Advantages of Koha Clearer and more reliable reports ◦ Had to write some ourselves Easier training OPAC features ◦ Book covers ◦ Browse shelf ◦ Renew online Quick development cycle

9. What Koha Doesn’t Do (Yet) Reserves ◦ Coming in 6 mos EDI

10. Preparing to Migrate Interviews with each staff member to determine their needs In-house test database established Each staff member tries to perform daily functions, presents results IT makes changes to the software or finds workarounds. Regular meetings to discuss findings

11. Benefits of Involving Staff Early Less fear! Comfort level with software Practice before going live Each person is expert at her/his own tasks

12. Koha Home Page

13. Importing Records

14. A Basket

15. Receiving an Issue of a Serial

16. Checking Out an Item