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The Profiling Process

From June 12-14, CCS staff and one member from each Advisory Group met with Polaris to begin the profiling process. “Profiling” is the configuration of system settings. Some will be system wide, some library or branch specific. Profiling includes things like circulation settings, indexes, patron abilities in the OPAC, and hold processing. It does not include determining where each piece of data in our current records will fit in the new system. That will be covered next in data mapping.

Profiling will be a two month process. During this initial visit, CCS staff and one representative from each advisory group met with our Implementation Manager to learn about Polaris settings and configuration. We asked a lot of questions and took a lot of notes. We'll be taking what we learned to the advisory groups. Working with these subject matter experts, we will determine the best configuration options for CCS. Some decisions will be escalated to Governing Board for a vote in July, based on the guidelines discussed at the May 2017 meeting. As profiles develop, CCS will build library-specific profiles as needed, based on current settings. CCS will also request additional information from libraries throughout this process either individually or in this newsletter. Deadlines will be key, as we are working on a tight schedule. As profiles are built, CCS will share with libraries for review. The data testing and training period (from September through March) will be an important time for libraries to continue to review the settings through hands on training and exploration. This is an important step to ensure the system will function as expected at go-live. Adjustments to profile settings can be made throughout the testing and training period.

Thank you, Advisory Groups!

Thank you to all of our advisory group members, especially those that spent three days at the CCS office. We appreciate your thoughtful comments, great sense of humor, and commitment to the success of this project.

We are looking forward to working with each of the complete groups in the coming weeks.

The following staff worked with CCS at our initial profiling visit:

Heather Zabski, Circulation Advisory Group, Fox River Valley

Jenn Hunt, PAS Advisory Group, Lincolnwood

Kate Hall, Reports Advisory Group, Northbrook

Kevin Medows, IT Advisory Group, Ela Area

Peggy Maiken, Technical Services Advisory Group, Park Ridge

See all of the advisory groups.