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Polaris 3.3 Upgrade

Polaris 3.3 Upgrade. At the Rochester Hills Public Library Rochester, Michigan Upgraded to 3.3 in June 2007. About Polaris @RHPL. One location: 5 Polaris servers (training, production, web, telephony, terminal) 60 staff clients Bookmobile connection back to terminal server

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Polaris 3.3 Upgrade

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  1. Polaris 3.3 Upgrade At the Rochester Hills Public Library Rochester, Michigan Upgraded to 3.3 in June 2007 Rochester Hills Public Library Polaris Users Group Conference 2007

  2. About Polaris @RHPL • One location: • 5 Polaris servers (training, production, web, telephony, terminal) • 60 staff clients • Bookmobile connection back to terminal server • 3 instances of SIP supporting other systems that authenticate against Polaris Rochester Hills Public Library Polaris Users Group Conference 2007

  3. Upgrade Preparation • Upgrade your training server FIRST! • Give your staff access and let them become comfortable with the software • Do appropriate staff training • Give your public users plenty of notice about downtime and positive changes coming Rochester Hills Public Library Polaris Users Group Conference 2007

  4. Upgrade Preparation • Alert the public: Rochester Hills Public Library Polaris Users Group Conference 2007

  5. Upgrade Timeline • We planned to be down for 2 full days • 4 servers, including the SQL 2005 upgrade • As it went better than anticipated, we were fully live on 3.3 at the start of day 2 • Upgrade itself depends on Polaris staff to do the work and timing depends on the size of your Polaris environment • Ours went extremely well! Rochester Hills Public Library Polaris Users Group Conference 2007

  6. During the Upgrade • During the time that Polaris staff was upgrading our servers, we had: • No self-checks – extra staff computers for checkout • No E*vanced – event registration, summer reading access • No Envisionware – public computers available, just not authenticating against Polaris • No Overdrive – downloadable audiobook collection unavailable • No collecting of fines, no renewals – no access to existing patron records • No public catalog, no placing of holds – no access to web catalog – librarians used web catalog on training server for general lookup of possible location Rochester Hills Public Library Polaris Users Group Conference 2007

  7. Upgrade Day One • Polaris upgraded our 4 remaining servers: production, web, telephony, terminal • 6 hours later, we started checking the database and testing • All looked GREAT. • We upgraded our Circulation staff clients to 3.3. • We then uploaded our offline transactions from Circulation – Patron Registrations & Checkouts • The web catalog was accessible once again also! Rochester Hills Public Library Polaris Users Group Conference 2007

  8. Upgrade Day Two • Brought up our 4 self-check machines connecting to 3.3 via SIP for public use • Envisionware, E*vanced, Overdrive all back up • Completed the remaining staff client upgrades • Customized web catalog for RHPL Rochester Hills Public Library Polaris Users Group Conference 2007

  9. We love 3.3! • Staff client search options Rochester Hills Public Library Polaris Users Group Conference 2007

  10. We love 3.3! • Staff client search limits Rochester Hills Public Library Polaris Users Group Conference 2007

  11. We love 3.3! • Outreach Services – alert to dup item Rochester Hills Public Library Polaris Users Group Conference 2007

  12. We love 3.3! • Check In – Hold Pickup Slips!! Rochester Hills Public Library Polaris Users Group Conference 2007

  13. We love 3.3! • Check Out – last borrower drop down Rochester Hills Public Library Polaris Users Group Conference 2007

  14. We love 3.3! • Item Record – borrower information Rochester Hills Public Library Polaris Users Group Conference 2007

  15. We love 3.3! • Patron Registration – notice history Rochester Hills Public Library Polaris Users Group Conference 2007

  16. We love 3.3! • Item Record – redesigned! Rochester Hills Public Library Polaris Users Group Conference 2007

  17. We love 3.3! • PAC – Large Text Rochester Hills Public Library Polaris Users Group Conference 2007

  18. We love 3.3! • PAC – My Lists Rochester Hills Public Library Polaris Users Group Conference 2007

  19. We love 3.3! • PAC – Redesigned…no pop-ups! Rochester Hills Public Library Polaris Users Group Conference 2007

  20. Overall • Thank goodness for the training server • Prepare your staff and customers • Enjoy the new features in 3.3 – there is a LOT of great stuff in there!  Rochester Hills Public Library Polaris Users Group Conference 2007

  21. Contact Us • Karen Ventura, IT Managerkaren.ventura@rhpl.org248-650-7123 • Ginger Olson, Head of Circulationginger.olson@rhpl.org248-650-7162 Rochester Hills Public Library Polaris Users Group Conference 2007

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