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From YouTube: Koha Calisthenics: A Case Study in Adaptability
Description
Presented by Jennifer Weston & Felicia Beaudry, Equinox
Slides: https://drive.google.com/file/d/1ZXuoFtPvdwGaXv15WeEWsmH2eFbQcXpS/view?usp=sharing
A
Felicia
boudre
I'm
a
product
and
implementation
trainer
and
we're
with
equinox,
open
library
initiative
we're
here
to
discuss
a
success
story
with
you
from
our
equinox
open
source
grant.
This
was
very
much
a
team
effort,
so
we
want
to
take
an
opportunity
to
mention
two
people
who
were
critical
to
the
project
but
who
aren't
with
us
today?
Hilda
teresa
ayala
gonzalez
is
the
interim
director
of
the
biblioteca
nationale
de
puerto
rico,
and
she
was
our
primary
library.
Contact
during
the
project.
A
You'll
be
hearing
much
more
about
her
contributions
as
we
go
along
jason
etheridge
was
the
data
analyst
on
this
project,
but
he's
so
much
more
jason
is
one
of
our
senior
developers
and
one
of
the
founders
of
equinox.
He
was
part
of
the
original
development
team
for
evergreen
ils,
another
open
source
software.
A
A
So
before
we
get
into
details,
we
want
to
provide
you
with
a
bit
of
background
equinox,
open
library
initiative
was
established
in
2007
as
equinox
software,
we
transitioned
to
a
non-profit
company
in
2016..
We
work
with
coha,
evergreen
and
fulfillment
we're
here
today,
because
of
the
equinox
open
source
grant.
The
grant
was
first
announced
in
june
2019.
A
It
was
intended
to
provide
libraries
and
archives
with
an
opportunity
to
move
to
an
open
source
eye
list,
but
could
not
because
they
lack
the
financial
ability
or
expertise
to
do
so
on
their
own.
The
grant
was
open
to
the
libraries
and
archives
in
the
united
states
that
could
demonstrate
the
inability
to
obtain
or
maintain
an
ils
without
assistance
and
preference
was
given
to
organizations
that
serve
historically
underrepresented
under
underserved
or
marginalized
populations.
A
Recipients
are
provided
with
an
instance
of
koha
with
migration
and
implementation
services
and
training.
They
also
receive
three
years
of
hosting
and
support
services,
which
can
be
renewed
indefinitely
as
long
as
they
continue
to
qualify
I'll
turn
it
over
now
to
jennifer
to
tell
you
about
our
first
recipients.
B
Biblioteca
nacional
to
puerto
rico
or
bnpr,
as
we'll
call
it
for
the
rest
of
this
presentation,
was
one
of
our
first
two
recipients
for
the
equinox
open
source
grant,
along
with
spark
central,
which
is
a
non-profit
organization
in
spokane.
Washington
really
wish.
We
had
time
to
talk
to
you
about
both
of
them,
but
for
today
we're
just
going
to
talk
about
bmpr,
we'll
save
spark
central
for
another
time,
maybe
even
another
presentation.
B
B
Bnpr
adopted
this
simple
and
powerful
statement
as
their
motto
know
your
library
and
find
your
culture.
We
wanted
to
highlight
this
statement
that
you'll
find
on
their
website
and
you'll
also
see
it
on
their
new
coho
public
catalog,
because
it
briefly
sums
up
their
beliefs
about
what
they
can
accomplish
with
their
services.
B
And
to
honor
the
inspirational
mission
of
bmpr,
we
recognize
that
we
would
need
to
clearly
define
the
mission
of
the
migration
project
we
were
undertaking
together.
What
you
see
here
is
our
missions
is
our
project,
our
project's
mission
statement.
We
approach
the
implementation
of
coho
with
bmpr,
with
the
understanding
this
project
would
need
really
three
fundamental
things.
First,
we
were
to
provide
one
combined
database
pulling
together
data
from
multiple
sources.
A
So
I'm
guessing
that
most
of
you
joining
us
today
have
been
through
at
least
one
ils
migration.
So
you
know.
Typically,
they
come
with
a
few
challenges.
There
can
be
data
issues,
expectations
for
functionality
that
the
system
isn't
designed
to
meet
or
just
a
general
fear
of
the
unknown.
This
project
had
its
share
of
ups
and
downs,
of
course,
like
all
of
them
do
with
some
more
challenging
than
others
very
little.
If
any
of
bmpr's
collection
was
barcoded,
but
they
wanted
to
take
this
opportunity
to
change
the
way
they
provide
services.
A
So
they
wanted
to
be
able
to
check
out
materials
and
allow
researchers
to
place
holds
initially.
They
wanted
to
begin
barcoding
everything
they
could,
but
we
knew
they
wouldn't
be
able
to
complete
that
barcoding
project
before
go,
live
and
barcoding.
Anything
at
all
became
impossible
once
cobit
19
hit
koha
also
needed
to
be
fully
translated
into
spanish
and
english.
A
A
The
data,
however,
proposed
more
of
a
challenge.
It
was
divided
into
19
different
libraries
within
the
legacy
system.
Over
multiple
databases.
Jennifer
will
be
talking
about
that
more
in
detail
a
little
bit
later.
Much
of
that
data
wasn't
accessible
outside
of
the
physical
library
building
either
so
access
became
a
real
issue
because
of
covet
19.
A
bnpr
only
had
one
contract
employee
to
devote
to
the
project,
and
that
was
hilda.
Though
we
mentioned
earlier.
She
turned
out
to
be
such
a
terrific
partner
and
critical
to
the
success
of
the
project.
She
had
some
assistance
from
the
chief
information
officer
for
the
institute,
and
but
his
availability
was
limited
and
would
soon
be
more.
So,
of
course,
as
we've
mentioned
a
couple
of
times,
the
pandemic
made
everything
that
we
needed
to
do
more
challenging.
We
were
prepared
to
do
the
project
remotely
from
the
very
beginning.
B
And
so
the
realities
of
this
project,
along
with
the
challenges
felicia
just
described,
led
us
all
down
some
really
unexpected
paths,
while
creating
a
plan
to
implement
a
new
ils
for
bmpr.
Puerto
rico
was
affected
by
the
coronavirus,
just
like
the
rest
of
the
world.
It
also
faced
a
series
of
additional
environmental
threats.
We
kicked
off
the
project
in
february
the
institute
shut
down
in
march
due
to
covet
19..
B
The
hurricane
season
on
the
island
began
in
may
and
we
went
live
in
june,
while
government
offices
were
still
closed
to
the
public
and
in
most
cases
they
still
are
the
week
after
go
live,
brought
a
saharan
dust
storm
to
puerto
rico
and
through
all
of
this,
from
kickoff
in
february.
Until
today,
seven
months
later,
the
question
always
in
the
forefront
for
the
implementation
team
has
been.
How
can
koha
help
or
more
specifically,
how
can
we
best
utilize
coho's
wide
range
of
adaptability
to
build
the
kind
of
system
that
these
trying
times
really
called
for.
B
A
So
once
you
have
identified
your
challenges,
you
need
to
also
focus
on
your
assets,
and
we
found
that
we
had
many
koha
is
extremely
flexible
and
feature-rich,
so
we
knew
we
would
be
able
to
accomplish
a
lot
of
what
bmpr
wanted
to
do
without
any
additional
development
or
plug-ins,
and
I'm
sure
that
isn't
a
surprise
to
most
of
you.
I'm
sure.
Most
of
you
here
are
big
fans
of
coho.
Already
our
partners
at
bmpr,
thankfully,
were
eager
to
upgrade
their
systems
and
weren't
daunted
by
needing
to
restructure
their
services
or
their
workflows.
A
They
were
happy
to
do
it
and
additionally,
they
had
the
vision
to
look
beyond
the
migration
specifically
to
other
projects
that
would
enhance
coho's
value
to
their
community,
including
doing
a
website
redesign
and
a
digitization
project.
They
also
made
koha
part
of
their
anniversary
celebration,
so
they
they
obviously
were
very
proud
of
what
what
they
were
able
to
accomplish.
A
Having
the
institute's
chief
information
officer
on
the
team
and
engaged,
that
probably
is,
the
key
word
meant
that
we
could
address
any
techno
technology
needs
directly
with
the
person
who
was
in
the
best
position
to
do
something
about
them
and
we
definitely
needed
him.
Throughout
this
project
we
were
able
to
use
a
phased
implementation
design
because
we
weren't
replacing
a
system
that
the
public
already
used.
A
We
could
add
functionality
in
stages
and
we
had
additional
time
to
consider
how
best
to
serve
the
community
and
just
to
brag
on
ourselves
just
a
little
bit
the
implementation
team.
We
all
have
lots
of
experience,
so
we
approached
this
project
confidently
that
we
would
be
able
to
address
any
obstacles
successfully.
A
B
You
felicia
the
first
solution
and
success
that
I
want
to
talk
about.
Is
the
opec
customization
remember
one
of
the
the
key
facets
of
this
project
was
going
to
be
to
devi,
provide
a
bilingual
opaque
for
users,
recognizing
that
a
bilingual
interface
was
key
to
this
mission.
We
worked
to
more
fully
understand
how
both
languages
should
be
incorporated
into
the
public
catalog.
B
Bnpr
was
also
looking
for
ways
to
expand
access
to
the
resources
to
other
english-speaking
populations,
so
we
had
to
highlight
both
languages
equally.
So
after
installing
the
languages
for
the
core
coha
system,
the
migration
team
worked
closely
with
ilda,
who
provided
the
translations
for
all
of
the
library
specific
custom
content,
sometimes
on
the
fly
during
conference
calls,
which
is
the
beauty
of
shared
documents.
B
Anniversary
in
addition
to
translating
the
opac,
the
project
team
began
conversations
out
about
how
best
to
introduce
the
new
cohort
system
to
bnpr's
community
of
users,
both
english
and
spanish.
We
explored
cohort
functionality
that
was
accessible
remotely
and
felicia's
already
talked
a
little
about
that,
and
we'll
talk
a
little
more
about
what
some
of
those
solutions
were.
B
The
ability
to
place
holds
on
materials
is
brand
new
for
researchers
who
visit,
bmpr
and
bnpr
was
thrilled
to
make
this
available
to
to
their
community
and
to
the
to
what
is
really
becoming
an
international
community.
This
will
facilitate
scheduling,
visits
and
creating
workstations
for
researchers
by
also
maintaining
social
distancing.
B
A
So
article
requests
also
became
a
very
interesting
feature
in
the
opac.
Hilda
particularly,
was
very
excited
about
koha's
article
request
feature.
It
allows
them
to
provide
some
services
while
remaining
closed
for
covet
19
and
eventually
will
be
used
for
both
in-house
and
remote
users.
So
it
expands
access
to
the
collection
in
a
new
way
to
users.
They've
never
been
able
to
reach
before.
A
As
part
of
this,
we
developed
a
special
cataloging
framework
to
provide
a
link
and
access
to
the
institute's
journal
collection.
Cataloging
of
this
collection
began
years
ago,
but
ended
with
the
2005
issue.
The
move
to
koha
has
inspired
being
pr
to
begin
a
separate,
digitization
project
for
this
collection.
So
now
all
issues
are
available,
digitally
and
the
table
of
contents
for
each
one
is
available
in
the
cohort
catalog.
The
new
framework
facilitates
the
addition
of
that
table
of
contents
for
each
new
issue
and
a
link
to
the
new
digital
version.
B
And
if
I
may
digress
for
a
moment
with
a
quick
anecdote,
the
state
of
the
icp
journal
data
was
uncovered
during
one
of
our
infamous
q,
a
sessions
about
the
data
that
usually
began
like
this.
What
do
you
think
this
is,
and
then
it
ended
with
a
plan
to
to
do
something
with
this
data
we
needed
to
preserve
it,
we
decided
how
to
handle
it
now
and
how
to
handle
it
in
the
future.
A
B
A
Resource
absolutely
so,
let's
talk
about
some
of
the
other
features
we
were
able
to
use
checkout
by
keyword
is
one
it's
often
used
as
a
backup
for
when
barcodes
fail
during
circulation.
So
you
scan
your
barcode
and
it
is
not
found,
and
so
you
have
an
option
of
using
checkout
by
keyword.
If
you
have
that
feature
turned
on,
bmpr
will
be
using
it
as
the
primary
method
for
checkout,
because
they
don't
have
much
of
the
collection
barcoded
at
this
time.
A
It
allows
them
to
provide
their
in-person
services
as
soon
as
they're
able
to
without
completing
that
barcoding
project
that
they
they
wanted
to.
This
also
allows
them
to
do
in-house
circulation
of
materials
too
delicate
for
barcodes,
which
does
make
up
at
least
a
good
chunk
of
their
collection
too.
The
ability
to
perform
check-in
from
the
patron
record
is
making
this
particular
method
of
circulation
less
cumbersome.
A
They
had
been
focused
only
on
in-person
visitors,
so
self
registration
now
makes
it
possible
for
researchers
from
all
over
the
world
to
request
access
to
the
digital
collections
that
they
are
expanding
and
expanding
their
reach,
like
never
before
they've
already
seen
success
with
this
new
feature,
having
30
new
registrations
in
just
a
few
weeks
after
go
live
with
absolutely
no
marketing
or
promotion
whatsoever.
It
was
simply
because
people
were
interested
saw
it
on
the
opec,
saw
it
on
their
website
and
signed
up
before
having
anyone
even
talk
about
the
fact
that
it
exists.
A
Training,
which
is
near
and
dear
to
my
heart
as
the
trainer
on
the
project
was
another
issue
we
needed
to
address.
There
were
members
of
the
bnpr
staff
who
don't
speak
english
and
I
don't
speak
spanish,
so
it
became
a
a
a
concern
at
the
beginning
of
how
we
were
going
to
make
it
happen.
We
knew
we
were
going
to
have
to
do
a
train,
the
trainer
model
because
of
that
hilda
who
again
superwoman
that
she
is
attended
all
of
the
training
every
word
of
it.
A
B
I
agree:
philly,
there
really
is
a
superwoman
and
we
can
not
say
that
often
enough-
and
I
have
just
one
last
note-
about
training.
There
were
several
features
we
configured
within
quahog
that
we
had
to
disable
just
before.
Go
live
because
staff
could
not
yet
be
trained
on
how
to
use
them
and
again
ill
just
stepped
in
to
make
plans
for
how
to
train
them
in
the
future.
When
the
time
came.
B
So
that
leaves
me
to
talk
about
the
data
transformation,
which
is
the
last
example
of
our
solutions
and
successes.
We're
going
to
share
with
you
today.
It
starts
with
data
transformation
and
data
disentanglement.
As
I
like
to
call.
It
is
a
common
aspect,
of
course,
of
any
ils
implementation
if
you're
migrating
data
and
each
one's
a
little
different.
B
As
we
mentioned
before,
bmpr
data
was
housed
in
different
physical
locations,
separated
into
19
different
libraries
within
the
data,
and
we
needed
to
combine
them
when
we
started
digging
in
we
found
the
data
clearly
showed
the
effects
of
multiple
data
migrations
over
the
years.
That
reflected
a
series
of
changes
in
cataloging
practices
and
remember
this
is
a
national
library
whose
very
mission
is
to
preserve
cultural
resources.
So
weeding
wasn't
going
to
be
part
of
this
plan.
B
B
While
we
were
investigating
the
clues,
bnpr
made
it
clear
to
us
that
they
did
not
want
to
leave
any
data
behind,
so
we
migrated
everything
and
we
developed
a
rigorous
plan
for
categorizing
holdings
from
the
various
collections,
even
if
they
were
not
going
to
be
made
visible
right
away
in
the
opec,
recognizing
that
the
data
review
and
changes
in
the
cataloging
procedures
are
going
to
continue
for
an
undetermined
amount
of
time.
At
this
point,
in
the
end,
the
project
plan
we
worked
with
ilda
to
provide
a
solid
foundation
for
the
path
forward.
B
How
did
we
do
that?
We
helped
devise
plans.
We
helped
devise
a
plan
for
barcoding
the
collection
we
created
a
bilingual
staff
interface,
where
spanish
and
english
terms
could
coexist
and
would
be
would
display.
Together,
we
created
a
series
of
custom
bibliographic
frameworks
that
felicia
mentioned
earlier,
and
we
documented
all
temporarily
disabled
features
so
that
they
could
be
enabled
when
the
time
was
right.
A
B
Takeaways
for
us
we're
talking
to
the
koha
community,
so
you
all
know
that
we
work
with
lots
of
different
libraries
that
come
from
lots
of
different
systems
on
their
path
to
koha,
and
while
we
consider
some
of
these
more
routine
than
others,
we
can
always
learn,
and
this
was
a
a
thrilling
adventure
of
learning
for
all
of
us.
So
here
are
takeaways
for
us
and
for
us
I
mean
the
migration
team.
This
was
the
equinox
team
working
with
the
bmpr
team.
So
number
one
koha
is
awesome,
but
we
already
knew
co-op
is
awesome.
B
We
all
do
that's
why
we're
here,
but
this
project
forced
us
to
look
at
features.
We
normally
take
for
granted
or
had
preconceived
ideas
about
how
they
would
be
used
in
more
traditional
libraries.
So,
in
the
end
we
didn't
need
any
additional
plugins
or
development
to
make
cohort
work
for
bnpr.
We
just
needed
to
think
about
how
we
could
use
it.
B
It
had
everything
we
needed
and
confirmed.
Four
is
the
reasons
we
picked
cohab
as
an
ils
for
our
grant
recipients,
because
coha
is
adaptable.
Number
two
communication
is
key,
simple,
but
true,
even
prior
to
kova.
19,
this
was
going
to
be
a
project
done
entirely
remotely
as
much
as
our
entire
team
would
have
loved
to
go
to
puerto
rico.
It
was
never
going
to
happen
so
instead,
we
employed
a
wide
array
of
communication
methods,
including
emails
conference,
calls
teleconferencing,
screen,
sharing
tools
and
shared
online
documents,
so
we
could
work
together.
B
B
Every
cohort
implementation
is
a
partnership,
and
a
successful
partnership
is
made
up
of
strong
individuals
being
supported
in
a
collaborative
environment,
we're
all
striving
towards
shared
success.
So
it
was
clear
from
the
beginning
that
this
partnership
was
going
to
be
successful
because
it
was
based
on
a
commitment
to
shared
success
and
ultimately,
the
coho
implementation
for
bmpr
was
successful,
because
strong
partnerships
are
adaptable.
A
A
There
are
things
are
rarely
going
to
be
as
easy
as
you
would
like
them
to
be.
That's
that
is
sort
of
the
nature
of
things.
2020
probably
has
taught
us
that
better
than
any
year
prior,
at
least
in
our
lifetimes,
so
staying
positive
and
managing
fear
and
expectations
are
absolutely
critical
to
success.
A
A
Success
can
be
organizational
and
personal.
Hilda
is
no
longer
a
contract
employee
with
bnpr.
She
is
now
the
full-time
interim
director
of
bmpr
and
while
I
know
this
project
certainly
had
something
to
do
with
that.
Our
experience
working
with
her
tells
us
that
there
were
probably
many
other
examples
of
why
she
was
promoted
to
that
position.
A
We
could
not
congratulate
her
more
on
the
change
when
you're
in
a
situation
like
this,
you
have
to
look
for
creative
solutions,
don't
be
afraid
to
reconsider
your
long-held
policies
or
reconstruct
old
workflows.
To
accomplish
your
goals,
both
of
us
talked
about
this
many
times
in
preparation
for
this
presentation
and
during
the
project
that
the
last
thing
you
want
to
do
is
just
stay
in
your
old
way
of
doing
things.
You
cannot
progress
without
looking
forward
and
and
reorganizing
what
you
do
so
the
way
we've
always
done.
A
You
have
to
think
about
what
your
goals
really
are,
and
can
you
change
things
to
make
your
collection
more
accessible
or
your
services
more
beneficial
to
your
users?
A
migration
is
an
excellent
opportunity
to
weed
consolidate,
shelving
locations.
Patron
groups
reinvent
your
services,
but
you
don't
have
to
wait
for
migrations
to
do
this.
You
can
do
it
anytime.
It's
a
bit
more
work,
but
always
well
worth
doing.
B
So
as
we're
nearing
the
end
of
the
talk,
I'd
like
to
repeat
what
we've
said,
often
about
the
value
of
koha
and
the
koha
community
at
equinox,
we
have
a
set
of
guiding
principles
that
we
call
the
equinox
promise
and
embedded
in.
One
of
those
principles
is
the
belief
that
the
community
is
the
true
voice
of
any
open
source
software,
and
that
is
certainly
true
with
koha.
So
through
this
presentation,
we
are
honored
to
introduce
bmpr
to
the
koha
community
and
to
introduce
the
koha
community
to
the
national
library
of
puerto
rico.
A
I
won't
read
it
to
you.
It's
it's
eloquent
enough
just
on
the
screen,
but
I
will
leave
you
with
that
before
we
go,
though
we
do
want
to
announce
that
we
are
doing
another
round
of
grants
in
2021,
eligibility
is
again
only
for
u.s
organizations
that
are
501
c
3
or
u.s
federal
state
or
local
government
entities
with
a
demonstrable
financial
need,
so
we'll
be
taking
into
account
the
impact
of
coven
19
on
organizations
this
year.
That
obviously
wasn't
part
of
our
our
thought
process
last
year,
but
it
will
be
now.
A
Preference
will
be
given
again
to
those
organizations
that
serve
historically
underrepresented,
underserved
or
marginalized
communities.
So
please
spread
the
word
to
libraries
and
archives.
You
feel
may
be
eligible
for
this
grant.
Applications
are
being
accepted
from
now
until
november,
the
1st
2020
and
we
plan
to
announce
the
new
recipients
around
the
first
of
the
year.