Chapter 13. Implementation Checklist

Table of Contents

1. Data Migration
2. Admin Configuration
3. Localization Configuration
4. Circulation Configuration
5. Patron Configuration
6. Cataloging Configuration
7. Authorities Configuration
8. Searching Configuration
9. OPAC Configuration
9.1. Editable OPAC Regions
10. Enhanced Content Configuration
11. Acquisitions Configuration
12. Serials Configuration
13. Planning for Go-Live

The following guide will walk you through the areas of Koha you need to look at in order to prepare to start using the system.

1. Data Migration

Before you can start using Koha you'll need to have some data. This can be done by entering it all by hand, but most people already have their data in electronic format of some sort and just need to reformat it a bit for importing into Koha.

  • Create a list of libraries and enter their info and codes into Libraries & Groups

  • Define your list of Item Types

  • Define you patron categories and enter the categories and their codes into Patron Categories

  • Enter any additional patron information fields you use in your library in the Patron Attributes

  • Define all of your Authorized Values

  • Optionally define City/Postal Code combos and Road Types for patron entry

  • Map your bibliographic data from your legacy system to Koha fields and migrate (remembering to use the collection, shelving, item type and library codes you entered in the above setting areas)

  • Map your patron data from your legacy system to the Koha fields and migrate (remembering to use the patron and library codes you defined above)

  • Test your migrated data to be sure that everything is as you expect it to be, some things to test include:

    • Check some of your titles with diacritics and make sure that they migrated properly.

    • Check titles in a series and make sure that series information migrated properly.

    • Make sure that your patrons have their contact information in the right fields.

    • If your serials data was migrated search for these records in the catalog and confirm that they look right.

    • If your serials data was migrated search for these records in the serials module and confirm that they look right.

    • Check marc records to verify a variety of items are cataloged correctly

    • Check cataloging process to see if all necessary fields are available

    • If fines are migrated, check to see that they are applied correctly

    • If holds are migrated, check to see they are accurate in catalog and patron record