Wiki source code of Planning a move to Koha
Last modified by BibOS Admin on 2026/11/14 19:09
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| author | version | line-number | content |
|---|---|---|---|
| 1 | A staged plan for inventory, mapping, trial imports and launch decisions. | ||
| 2 | |||
| 3 | {{toc/}} | ||
| 4 | |||
| 5 | Check the official Koha manual for your installed version. | ||
| 6 | |||
| 7 | {{id name="inventory"/}} | ||
| 8 | == 1. Inventory what you have == | ||
| 9 | |||
| 10 | Record your current system, title and item counts, patron categories, branches, languages and integrations. Separate catalogue data from patron records, active loans and transaction history. Agree which parts must move and which need another retention plan. | ||
| 11 | |||
| 12 | {{id name="mapping"/}} | ||
| 13 | == 2. Agree the mapping == | ||
| 14 | |||
| 15 | Build a field and code mapping with your cataloguing and service desk teams. Identify unique record keys, barcodes, branch codes and item types. Note encoding, date formats and fields that need cleanup. Assign an owner to each unresolved decision. | ||
| 16 | |||
| 17 | {{id name="rehearsal"/}} | ||
| 18 | == 3. Rehearse with a sample == | ||
| 19 | |||
| 20 | 1. Preserve an untouched export and work from a copy. | ||
| 21 | 1. Choose records that cover normal cases and known exceptions. | ||
| 22 | 1. Import into a test Koha environment and reconcile titles, items and relationships. | ||
| 23 | 1. Run representative searches and circulation scenarios with test accounts. | ||
| 24 | 1. Record the problems, fix the mapping and repeat the affected checks. | ||
| 25 | |||
| 26 | {{id name="launch-plan"/}} | ||
| 27 | == 4. Define the launch decision == | ||
| 28 | |||
| 29 | Agree who can approve the move, when the old system stops changing and how a final export will be reconciled. Document staff training, communications and the conditions for returning to the previous service. | ||
| 30 | |||
| 31 | Use the BibOS migration planner to track preparation and export a checklist for your team. | ||
| 32 | |||
| 33 | {{id name="sources"/}} | ||
| 34 | == Official references == | ||
| 35 | |||
| 36 | * [[Koha manual: implementation checklist>>https://koha-community.org/manual/latest/en/html/implementation_checklist.html]] | ||
| 37 | |||
| 38 | == Related guides == | ||
| 39 | |||
| 40 | * [[Preparing a MARC import>>doc:Guides.catalogue.marc-imports.WebHome]] | ||
| 41 | * [[Branches, locations and item types>>doc:Guides.setup.branches-and-types.WebHome]] |