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LUC: LOUIS Users Conference

The Pre-Flight Check: Preparing Teams and Data for Migration Preconference Workshop 

October 14th, 10:00am-3:30pm

Purpose

Join the LOUIS Team for a practical, cross-functional readiness workshop aimed at:

  • Clarifying roles, expectations, and coordination between project leads and internal teams.
  • Aligning broader library staff and leadership not involved in weekly meetings.
  • Identifying what can be productively done now (data, workflows, staff prep).
  • Building institutional buy-in and surfacing local anxieties through facilitated discussions and a focused change management session.

Target Audience

  • Library administrators and middle managers who may not be in the trenches but need to understand the implications.
  • Staff from smaller institutions with fewer migration-focused personnel.
  • Newer employees or those who will inherit system responsibilities post-migration.
  • Staff who will be affected by system changes but aren't directly involved yet (e.g., public services, circulation, etc.).

 

Tentative Agenda

10:00am: Project Overview and Proposed Timeline

  • What’s happening, when, and who’s involved.
  • Key phases of a migration (procurement → planning → data migration → testing → go-live → stabilization).

10:30am: Who Does What?

  • Distinguishing roles at different levels: consortial office, vendor, local library.
  • Focus on what libraries can already define: internal project leads, communication channels, decision-making structures.

11:00: Getting Your House in Order 

  • What libraries can and should be doing now.
  • Data cleanup, staff prep, local documentation.

 

Noon: LUNCH -- Pizza provided


1:00pm: Change Management with Amelia Brister

    • Facilitated session on navigating uncertainty and disruption.
    • Strategies for keeping staff engaged before the technical migration starts.
    • Language for communicating change to broader staff.

1:45pm: Q&A, Discussion, and Shared Concerns (30 min)

    • Small group discussions to identify anxieties, resource constraints, and communication needs.
    • Share back common themes.

2:15pm: Breakout/Working Time

    • Create “migration readiness checklists” tailored to local context.
    • Map out who in the institution will take on what roles when migration begins.
    • Identify immediate next steps each library can take before vendor selection.

 

Register for Preconference Link