HORIZON to KOHA data migration

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HORIZON to KOHA data migration Technical issues and challenges : the Dimitris & Aliki Perrotis library case Iro Sotiriadou, Librarian Fotini Traka, Librarian Damiana Koutsomiha, Library Coordinator Dr. Dimitrios Kouis, Software Engineer George Veranis, Software Engineer May 30 th, 2016

Foundation of the AFS The American Farm School of Thessaloniki was founded by an American visionary named John Henry House in 1904. The AFS s first students in 1904

Princeton Hall building: the AFS library today The AFS educational institution has a library since 1926, which is now housed in the then newly built Princeton Hall building. Cornerstone laying ceremony of the Princeton Hall building, 1924 Princeton Hall today

History of our library catalog 1926 1950 s : the AFS had a well-organized library, according to the American library standards of that time. Our library in the 1930 s Our library in the 1950 s

Library catalog using MS Access 1980 s card catalog 1990 s 2000 Microsoft Access Our library in the 1990 s

New ILS : Horizon (I) Generous donation in 2000 by Mrs. Aliki Perrotis: The Library was named after its donors as Dimitris & Aliki Perrotis Library Purchase of Horizon ILS in 2001 powered by SirsiDynix OPAC of Horizon

New ILS : Horizon (II) Why did we choose to purchase Horizon at the time? Period of testing and evaluation of our needs as a library: specific Horizon modules, not full pack. Horizon ILS was operated from 2001 to 2016. 2001 2004 : common catalog with two more libraries (Consortium) 2004 2016 : Horizon stand-alone catalog

DAPL today: new needs and opportunities New library branches High maintenance fees for Horizon ILS Need of a web-based ILS platform Need of a full-pack ILS vs Horizon Better monitoring of the catalog User-friendly interface On September 15 we decided to move our catalog to KohaILS

Horizon to KOHA in numbers Throughout the 15 years of Horizon ILS : more than 44.177 bibliographic records and 103.777 authority records were created plus approximately 2.818 users were added The total number of bibliographic and authority records, items and users that were actually transferred was (respectively): 10.566 bib. records 21.237 authority records 16.466 items 953 users

Before the Migration process Weeding of our circulation data deletion of inactive users Addition of 949 tag to every record was necessary for two reasons: Horizon Item window could not be transferred to Koha Division of our library collection into three separate branches 16.466 items were processed in 2 months (!) Check and correction of misspelled or duplicate authority records and subjects

Migration Process: methodology for records transfer (I) Step 1. MARC fields usage statistics from Horizon database. Step 2. Decision about which fields to transfer to our new system. Also perform improvements where we could and prepare Koha s bibliographic format to import Horizon database. Step 3. Change of character encoding from ELOT to UTF-8.

Migration Process: methodology for records transfer (II) Step 4. a) Export of Horizon authorities from bibliographic records using Koha s libraries. b) Conversion of authorities from Horizon to Koha format and merge with the initially exported ones. Finally linking of the updated authorities with the bibliographic records. Step 5. Check and re-check of migration statistics.

After the Migration Process (I) Training of the library staff Insertion of 400 and 500 tags to the authority records Overall check of the Koha catalog vs. the Horizon old catalog Check of the Koha OPAC functionality

After the Migration Process (II) Training of: Pre-K/Kindergarten and Primary School teachers Lyceum and Perrotis College faculty Creation of: Koha user instructions (Moodle and LibGuides) Video user manuals regarding Koha s features Planning of library orientation seminars for new and old students of Lyceum and Perrotis College

Horizon to Koha: food for thought..! Native support on multilingual environment Option Audience in advanced search (OPAC) : useful or confusing?

You can visit our Koha OPAC website here: http://librarycatalog.afs.edu.gr/

Thank you for your attention! May 30 th, 2016