Getting from Here to There: Strategies for System Migrations

Tuesday, 3/26/2024 - Wednesday, 3/27/2024
  • 10:00 AM-6:00 PM (Eastern)
  • 9:00 AM-5:00 PM (Central)
  • 8:00 AM-4:00 PM (Mountain)
  • 7:00 AM-3:00 PM (Pacific)

The Library Technology Guides Integrated Library System Turnover Report for recent years details hundreds of libraries that have made the switch from one ILS to another. These system migrations are massive projects involving configuration changes, data migration, workflow development, integrations, and staff communication and training. If you are part of an upcoming migration or have recently completed one, come join us for a discussion on strategies to ensure a successful migration.

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Learning Outcomes

At the end of this e-Forum, attendees will:

  • Have a better understanding of the aspects of a system migration;
  • Have specific strategies to employ in their own migration; and
  • Be aware of common pitfalls with a migration.

Who Should Attend

Anyone who is involved in an upcoming ILS migration or who has recently completed one and has some words of wisdom to share with the community.


Buddy Pennington is the Head of Systems & Technology at the University of Missouri-Kansas City. He serves as the library’s ILS Coordinator and was involved in migrating to FOLIO in 2022.

Emily Fidelman is the Head of Metadata Services at West Virginia University, which is considering migration from OCLC’s WorldShare Management Services (WMS) in the next 2-3 years. She has been a beta tester at two institutions during their migrations to Innovative’s Millennium and Sierra, respectively, in ca. 2002 and 2010.

Anne LePage is the Technical Services & Systems Librarian at Mount Allison University in Sackville, New Brunswick, Canada. She first helped lead her library through a migration to Aleph when they joined their consortium, Novanet, in 2019. Three years later, in 2022, she led her library through the Alma migration along with the other institutions in Novanet.

Cara Calabrese is the Acquisitions & Access Librarian at Miami University (in Ohio!). Her library is a member of the Vanguard, which are libraries going through a test migration in order to provide advice and expertise when the consortia migrates in summer of 2025. She serves as Chair of the Miami Acquisitions ILS Migration Committee and is a member of the OhioLINK Committee working with the migration of acquisitions data from Innovative’s Sierra to Ex Libris' Alma.



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