CARDINAL MIGRATION THE MIGRATION PROCESS Taking Flight in

CARDINAL MIGRATION

THE MIGRATION PROCESS Taking Flight in Cardinal

What’s happened so far?

OUR MIGRATION TEAM Plus! Mentor libraries PCPL State Library Equinox

CMC Consortium NC Cardinal TLC software Evergreen software

December Trainings • Dec. 4: (5: 30 - 7: 30 pm) Staff training on Cardinal catalog and customer interface. Libraries will close 1 hour early. All staff attend. • Dec. 13: Librarians from the State Library visit to observe current processes and become familiar with PCPL processes. • Dec. 14: Staff training on Cardinal circulation processes. Libraries will be closed. All staff attend. • Dec. 15: Cataloging training for Cardinal processes. Wanangwa! Mostly just for

December/January • Test & Practice • Test environment available

January: the nitty gritty Moving the DATA • January 12 – final extract of info about materials • cataloging freeze • January 22 – final extract of info about customers • check-in freeze

January: the nitty gritty • GO LIVE in CARDINAL: JANUARY 25 • Close early January 24 & open late January 25 • Allows us to catch-up and do final touches behind-the-scenes • Check in all those materials • Make sure everything is working correctly • BEGIN RESOURCE SHARING: FEBRUARY 1

WINDING DOWN CMC

November • Begin talking about Cardinal • Issue Polk County cards to customers using our libraries with other cards.

December • Stop accepting new holds on items only owned by other libraries • Hide other CMC libraries in the public catalog • When you check a CMC item out to a customer, tell her about the upcoming consortium change. • If she wants to return the item in Polk County, encourage her to do so before January 25 because after that we won’t be in the same consortium.

January • Stop filling holds between CMC libraries. • Encourage customers to return Rutherford-owned items as soon as they are finished with them.

Post-Migration • For a period, continue returning CMC items via courier • After that, we’ll treat them as we would items from Lanier or Spartanburg. • Polk accounts will be removed from the TLC database • CMC charges won’t migrate to Cardinal; those accounts are at the discretion of charging library

WHAT’S NEW WITH CARDINAL?

OVERDUES WORK DIFFERENTLY • Overdue fines will get added to accounts every night, rather than waiting until an item is returned • Backdating check-in will remove associated fines from that period

CUSTOMER FRIENDLIER RULES • CHECKOUT PERIODS: • New items remain the same • EVERYTHING ELSE WILL DOUBLE • Checkout periods in Cardinal are determined by checkout library

CUSTOMER FRIENDLIER RULES • FINE-RELATED BLOCKS: • Accounts won’t be blocked unless they have $20 or more in fines • DVD MAX FINES: • DVD fines will cap at $7 per item

CHECKOUT HISTORY • CUSTOMER CAN OPT-IN THROUGH THEIR ONLINE ACCOUNT • We won’t be able to see their checkout history

NOTIFICATION PREFERENCES • CUSTOMER CAN ADJUST THROUGH THEIR ONLINE ACCOUNT • Text notification for arrived holds is available

NEW MATERIALS • Only available at owning system for first six months • Polk customers will still have priority for Polk items, new or old.

FREQUENTLY ASKED QUESTIONS

How does the stuff get from library to library? • US POSTAL SERVICE • In-state mail is overnight. • Most libraries mail a 2 -3 times a week.

Will I get my holds faster or slower? • We expect it to take about the same amount of time

Will I still be able to renew/request/etc. online? • YES • The catalog will be using different software, so it will look different. • All the current customer features will be available. Plus more! (adjust your own notifications, for example)

Will Overdrive be affected? • You’ll have to select POLK as the log-in library. • Other than that, things should be unchanged. • No loss of holds, checkouts or anything else.

I’m visiting from elsewhere in NC. Will my card work here? • If you are not sure whether it is a card from a Cardinal library, staff can scan the barcode to see if you find an account. • Or, look at a list of member libraries.

What if I have a Henderson County card, too? • Eventually, you’ll just have one or the other. • We won’t be worried about that for a while though. • If you live in Polk County, you’ll probably want to keep the Polk. That way you won’t have to pay out -of-area charges to Henderson County!