While Events and Room Reserve are time-tested and quite robust, SignUp and Spaces are much, much newer and very easy for both patrons and staff to use. As a result, many current customers are looking to make the switch from Events to SignUp and from Room Reserve to Spaces.
If you’re among them, you may be struggling to decide exactly when and how it would be best for your library to change. (And, once you do decide, just what can you expect anyway?) Customer Support Specialist Nicole Cox explores your current options and offers pros and cons for each.
Truly Different Platforms
Moving from one software platform to another is never effortless. “Some people think that SignUp and Spaces are just nice, beautiful covers for Events and Room Reserve, but, no. These are completely different software platforms,” Nicole said.
You can see how these new software platforms look and how they work together here. You can also drill down to see the individual SignUp and Spaces patron-facing sides, as well as the staff-side interface. (Enter demoguest as your username and password to access.)
Also, be sure to check out this list of differences between Events and SignUp and this list of differences between Room Reserve and Spaces.
“When you switch to the new platforms, the big thing is the staff training and just getting used to new processes. For instance, in Events, to add an event is very different than what you would do in SignUp,” Nicole said.
Besides getting your staff up to speed on the new software, you’ll likely need to change a few things on your library’s website, too. The good news? “Our SignUp widgets typically are fairly aligned with the Events widgets. It’s just a matter of replacing the feed URLs within the code, so, that’s not usually too big of a deal,” Nicole explained.
“And we do set up redirects, so, at least for the first month, if a patron were to have retained the old Events address—or maybe the library isn’t able to update the address quickly enough on its website—it redirects to the new address for a period of time,” she added. That also holds for customers moving from Room Reserve to Spaces.
Option 1—Switch from Events to SignUp OR from Room Reserve to Spaces.
If you have only one of our classic products—either Events or Room Reserve—and you want to migrate data from one of those older platforms to its corresponding, newer platform, you can do that now.
We have data migration tools available for this purpose. Our individual Events-to-SignUp migration tool is finished and works well. It enables you to bring active data over from Events to SignUp. (You can see exactly which data are migrated from Events to SignUp here.)
Similarly, an individual Room Reserve-to-Spaces migration tool is also now available. It enables you to bring current, active reservations over from Room Reserve to Spaces. But, Nicole added, “That’s only current data, because the migration tool does not bring in old Room Reserve reservations. They would just want to run reports in order to collect their old data.” (You can see exactly which data are migrated from Room Reserve to Spaces here.)
Option 2—Simultaneously switch from Events to SignUp AND from Room Reserve to Spaces.
Feb. 11, 2015 UPDATE: The dual migration tool is now complete! That means customers with both Events and Room Reserve who wish to migrate data from both Events AND Room Reserve to SignUp and Spaces, respectively, may now do so.
If you have both of our classic products—Events and Room Reserve—and you want to migrate active data from each of those older platforms to both of the corresponding, newer platforms, you can do that now. The dual migration tool that enables you to migrate your data from Events and Room Reserve to SignUp and Spaces simultaneously—is now complete. (You can see exactly which data are migrated from Events to SignUp here and which data are migrated from Room Reserve to Spaces here.)
Thinking About Making a Switch?
1. To help you decide if and when you’d like to make a switch from one of our older platforms to the newer ones, start by visiting our demo site to see how the new software platforms look and how they work together.
2. Next, register for an upcoming SignUp or Spaces Boot Camp session. (You can learn more about our boot camps in general here.)
3. If you decide to change to one of our newer software platforms, your next step will be to submit a Support request to have a test site of your library’s new SignUp or Spaces platform created. This will give you an opportunity to familiarize yourself with the new software, firsthand, and train your staff on the new workflows. If you’ll want to migrate data from Events or Room Reserve, this is also the time when you’ll spot check a sample of migrated data to make sure that it has transferred properly.
4. You should also plan to run any historical reports you might want, in order to capture old data that might be inaccessible after you’ve moved on. (Remember, you can see exactly which data are migrated from Events to SignUp here and which data are migrated from Room Reserve to Spaces here.)