The transition of the six Flatirons libraries into Marmot voting members consists of 4 “epics.” Each epic is populated by milestones and tasks associated with each milestone.
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Epic 1: Sierra & Pika Configurations
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Epic 1: Sierra & Pika Configurations | ||||||||
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Taken from Delta planning document
Milestone & Task Summary
Duration
Start Date
End Date
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Item types
Patron types
Library branches
Shelf location codes
Loan rules
Loan rule determiners
Pickup locations
Statistical groups
Notices
Shoutbomb
User accounts, User group pools
Days closed conversation
WAM orientation
eCommerce in Webpac
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Domain name
Review translation maps
Review existing configuration settings
Sideloads
Review existing site themes
Designate Pika admins
Google Analytics
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Determine desired electronic collection participation
Request site setup for desired e-collections
Configure patron authentication
Add members to eContent Committee
Member schedules existing databases to switch authentication
Send authentication to OverDrive for Sierra ILS
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Collect and create necessary training materials
Training sessions scheduled
Cataloging standards reconciled and verified
Supervisors: circ training
Supervisors: Basic Pika training
Basic circulation training
Pika user training
Pika admin training
Record migration & spot checking?
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Orientation on currently used statistical practices
Determine statistical needs
Set up starter set of Tableau reports
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Epic 2: Vendor Contracts
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Milestone & Task Summary | Duration | Start Date | End Date | ||||||||||
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Identify transitioning contracts
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Finalize list of eResources
Finalize list of Operational Contracts
Collect existing contract info and documents
Finalize which contracts will transition to Marmot
Transition contracts
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Collect vendors' contact info
Create project tasks for each contract/vendor
Contact each vendor to initiate transition
Document contracts
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Contract termination dates
Contract transition date
Pro-rated fees for syncing contract terms
Schedule of payments/repayments
Epic 3: Administrative Tasks
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Milestone & Task Summary | Duration | Start Date | End Date | ||||||||||
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Cluster Naming and Impacted services
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Library/Marmot member agreements
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Boulder
Broomfield
Lafayette
Longmont
Louisville
Loveland
Determine desired billing cycles
Basic setup steps for new members
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Marmot Help Desk accounts
Marmot Help Desk locations
Populate list of roles
Addition to Marmot website & Tableau locations
Membership in Marmot committees
Marmot-wide CAL institutional memberships
KnowBe4
All points and other email lists
Google Content
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Google Workspace Admin
Google Drive content
Other Accounts
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GoDaddy Domain account
Global Industrial (Red Bins)
Zoom account (decommission)
Epic 4: Communication
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Milestone & Task Summary | Duration | Start Date | End Date | ||||||||||
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Current Marmot members
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Initial announcement
Successful transition announcement
FLC Directors & Board
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Marmot Orientation
Council 2023 dates & location
Weekly project updates
FLC Staff
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Townhalls scheduled
FLC Patrons
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Announcement to patrons
Marmot Staff
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Project updates
Allied Organizations
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Alliance
CLiC
State Library