Migration Update: September 29, 2017

CCS staff have been fielding questions and issues from library staff, and updating our Known Issues page. This list is not comprehensive, but focuses on issues affecting multiple libraries. It is wonderful to see that you're already working in the database and asking thoughtful questions. We will be bringing our advisory groups back together to review some of the reported issues. We want to provide clearer guidelines on the use of the newly standardized fields, and will ask our library staff experts to consult with us. Eight libraries have completed testing their logins. Don't forget to report when testing is complete, even if there are no errors. Workflow consultations resumed this we

How to Prepare: Searching for an Item in Leap

Last week, staff practiced logging in to Leap and looking at a patron record as an introduction to Leap. This week, we're going to explore the basics of searching for an item in Leap using the main search bar and the Find Tool. Staff will also learn where to locate two different settings in the Find Tool: the default record lookup and the column display settings. This video and exercise is very brief and covers only the mechanics of looking an item up; we will explore search options and search filters more in-depth in a future training. A Note on Data The data in the Polaris test database was extracted from Symphony on July 27th. This means that any materials added to Symphony since the end

Migration Update: September 22, 2017

CCS staff have been celebrating each ticket received this week! Every problem we can identify now is one that we can resolve before going live in April. Thank you to everyone who has already logged into Polaris and began data testing, and thank you to the IT staff for managing the installation process and username distribution. As stated in Tuesday's newsletter, we're asking that all logins are tested either by IT staff or individuals no later than October 2. We're introducing Two-Minute Tutorials this week! We know that staff will participate in training at various times between now and March. Two-Minute Tutorials are designed to get you started with Polaris before your training, and wi

How to Prepare: Getting Started with Leap

Our Polaris test database is here and we are now entering the next phase of the migration: data testing and training! Data testing will be essential to making sure our new database is configured properly and that Symphony data accurately mapped over to Polaris. Staff interaction with the test database is crucial for proper data testing. Tuesday afternoon, IT staff received access to Polaris usernames and passwords and will be distributing them to staff, along with the Symphony test server login, over the next couple weeks. As our introductory exercise to data testing, we are asking staff to practice logging into Leap and viewing a patron record. The Data The data in the Polaris test database

How to Prepare: Log in to Leap

Usernames and Passwords A list of logins for each library will be shared today with the library's IT contact. As previously discussed, all library staff who have access to patron data will login to Polaris with an individual login. Library staff will be responsible for securely storing their own login, and are not permitted to share their logins and passwords with others. At the October IT group meeting, we will review how to request new logins, deactivate logins for separated staff, and other local administration duties. For now, IT staff should distribute individual logins to each staff member in accordance with their internal security procedures. The list of logins should not be stored on

Migration Update: September 15, 2017

CCS Staff Participate In Training As shared to System Status last week, CCS staff have spent most of the week of September 11 in training sessions with Polaris. On Monday, September 18, CCS staff will have a full day training session focusing on System Administration. As a result, response times for tickets may be longer. Please call 847-483-8600 and press 0 to speak to with a staff member for any urgent issues. Thank you to all of the library staff who braved our first sessions (Advanced Circulation participants pictured below). We appreciate the thoughtful questions you brought, and hope you learned as much as we did! Training Database Installation and Usernames Coming on Tuesday On Tuesda

Migration Update: September 8, 2017

Next week brings the moment we've all been waiting for: training begins! CCS staff have spent the week preparing for the start of Polaris-led training and on-site workflow consultations. Polaris trainers will be at the CCS office Septemer 12 through September 15 for the first Circulation and Cataloging training sessions. Polaris trainers will also be at the Glenview Public Library and the Niles-Maine District Library for their workflow consultations. We're excited to dive into the next phase of the project! In This Issue: Test Database: Coming Soon Upcoming Training Mapping Details Dates & Deadlines: Sept. 12-13: Glenview Workflow Sept. 12-13: Adv. Circulation Training Sept. 14-15: Niles-

How to Prepare: Data Mapping Overview

Data mapping consisted of examining the existing data pulled from Symphony during the July 28th data extract and fitting it into the new Polaris system designed during the profiling stage of the migration. Mapping decisions were based on: our current configuration in Symphony; feedback, survey responses, and notes made during profiling; and additional information from libraries as needed. The migration portal now includes a section explaining the data mapping process. You can read a brief overview of the process as well as specific descriptions for the following data: Collections Item Statistical Codes Material Type Mapping Patron Codes Patron Stat Classes The test database will be rolled ou

CCS News: September 1, 2017

It's hard to believe it's already September. Along with changing leaves and pumpkin spice obsessions, September brings training and workflow consultations, and CCS staff are working with Polaris to prepare. This week's Migration Update includes details on upcoming workflow consultations and our How to Prepare details what you can do to be ready for training. Our first sessions start in just over one week. As we move into the next phase of our project, we have several priorities to balance. We're testing a tweaked format for CCS News and Migration Updates; you may start to see more than one How to Prepare in each update. Three recurring sections you'll see in the next several updates are: T

How to Prepare: Training Prep

It's hard to believe September is already here and the first Polaris-led training sessions will begin in just over a week! Are you ready? We know we are! On Wednesday, we spoke with our Polaris Training Consultant, Michelle, who provided some tips on what to prepare for a better hands-on training experience. Below is a list of items that are recommended for each participant to bring to the Polaris-led training sessions, broken down by course. (Throwback to school supply lists!) For Circulation and Public Services training: 2 or 3 unused patron barcodes Photocopies of 10 items ( a variety of books, CDs, DVDs/BluRays, etc.) Photocopy the page, cover, or part of the case that includes the barco