Dates &

Deadlines

Task

Task

Description

Due Date

 

Refer to the September 1st How to Prepare post for information on what to bring to the Polaris-led training sessions at the CCS Office.

Varies by Library

Submit terminal server login for PAC customization

Please open a help ticket or email help@ccslib.org with the terminal server login(s) that will be used by staff managing PAC customization.

December 22, 2017

Stop on new policy requests in Polaris

Deadline to request new policies (such as new shelf locations) in Polaris. Changes to existing policies (re-mapping items to existing shelf location, changing value of a fine code, etc.) will be accepted past deadline.

February 2, 2018

All Technical Services staff trained

Initial training of technical services staff must be completed prior to the start of acquisitions and serials training.

February 9, 2018

All Public Services staff trained

Initial training of public services staff must be completed prior to March 1st. CCS-led training after March 1 will serve as skills reinforcement.

March 1, 2018

PAC customization requests submitted

All requests for PAC elements to be configured by CCS must be submitted prior to March 1.

March 1, 2018

Library data testing issues due

CCS will need all final reports of issues by March 15th. Any issues submitted after March 15th will still be tracked, but will not be resolved prior to go live in April.

March 15, 2018

Stop on sys admin, template and import profile changes in Polaris test

Last day to make changes to the training database for settings/templates/import profiles. Any templates/import profiles created after April 5 will not transfer to production.

April 5, 2018

Cleanup data in patron address fields using report emailed to library leads on 12/22/17 and Patrons by City/State web report.

April 6, 2018

Library staff will work with their Library Leads and Data Testing Coordinators on data testing. Use the Bib Data Testing Worksheet.

Ongoing

Library staff will work with their Library Leads and Data Testing Coordinators on data testing. Use the Policy Data Testing Worksheet and instructions.

Ongoing

Library staff will work with their Library Leads and Data Testing Coordinators on data testing. Use the PowerPAC Part 1 Data Testing Worksheet.

Ongoing

Library staff will work with their Library Leads and Data Testing Coordinators on data testing. Use the Patron Data Testing Worksheet.

Ongoing

Library staff will work with their Library Leads and Data Testing Coordinators on data testing. Use the Item Data Testing Worksheet.

Ongoing