1. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
COSA Welcome
Marg Scantlebury
COSA Chair
2. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SirsiDynix Welcome and
Company Update
Matt Hawkins
Chief Operating Officer
3. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
4. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
5. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
6. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
7. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
8. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
9. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
10. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
11. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
12. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
13. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
14. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
15. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Signs
16. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SIGNS OF THE TIMES FOR LIBRARIES
• Today’s libraries face many challenges:
– Economic pressures
– Changes in library users needs
• Libraries have responded to the signs of the times
– New public services, more digital collections
– Collaboration efforts
• SirsiDynix is responding to the signs of the times: our focus
– Products that are needed today
– Services to help libraries be more efficient
– Support to keep your system online and optimized
– Proactively working together
17. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
OUR FOCUS
• SirsiDynix is responding to the signs of the times
– Products that are needed today to help you better serve
your users
– Services to help libraries get the most from their
technology
– Proactively working together to find better solutions to
your problems
– Improved support to keep your system online and
optimized
18. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
LIBRARY RELATIONS MANAGERS &
SERVICES FOR YOUR LIBRARY
19. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
LIBRARY RELATIONS MANAGERS
• Every customer will have an LRM
• Giving you MORE:
• Maximize your current technology investments
• Orchestrate internal resources to ensure SirsiDynix provides excellent
services during complex customer projects.
• Represent customers and their specific needs internally as they impact
technology roadmaps and future service offerings.
• Engage with customer libraries, keeping them up-to-date on SirsiDynix
plans, upcoming trainings, user group meetings, conferences and other
opportunities to learn and participate.
WORKING WITH
SIRSIDYNIX
Wed 1:30 PM
WORKING WITH
SIRSIDYNIX
Wed 1:30 PM
20. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SERVICES YOU NEED
• Professional services to keep your library online and optimized
• Data services
• Consulting services
• Platinum & Premier Platinum Services
• SirsiDynix Mentor:
• Training for librarians and staff
• 60 days free for COSA conference attendees!
WE ALL NEED A
MENTOR
Wed 11:40 AM
WE ALL NEED A
MENTOR
Wed 11:40 AM
AT YOUR SERVICE
TUES 1:50 PM
AT YOUR SERVICE
TUES 1:50 PM
21. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CUSTOMER SUPPORT
• Improving customer support is a primary focus worldwide
• 24/5 staffed, multi-lingual operations
• Commitments:
– 50% same-day case resolution
– 20% faster overall case resolution
– Task Force Teams, clear escalation process for cases that are open for
longer periods of time
• Results already showing improvement
- Susanne Strong and the APAC support team have worked down the
APAC backlog of open cases by nearly 50% bringing it to the lowest
level in more than a year!
ASK SIRSIDYNIX ROOM &
WORKING WITH
SIRSIDYNIX
Wed 1:30 PM
ASK SIRSIDYNIX ROOM &
WORKING WITH
SIRSIDYNIX
Wed 1:30 PM
Your feedback makes a difference!
22. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
• Product upgrade assistance
- Free with your annual maintenance agreement
- Contact support to schedule your upgrades, get the benefits of new
product features as they release
• New online Customer Support Center
- Check it out in the Ask SirsiDynix Room
OTHER SUPPORT IMPROVEMENTS
WORKING WITH
SIRSIDYNIX
Wed 1:30 PM
WORKING WITH
SIRSIDYNIX
Wed 1:30 PM
23. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
THE SIRSIDYNIX APAC TEAM
• Focus on overall growth in the region
• Sales: Rick Branham
• Regional team in place
– Ding Hengzhong
– Continued local project management
– Training and implementations
– SaaS facility and support in Australia
WORKING WITH
SIRSIDYNIX
Wed 1:30 PM
WORKING WITH
SIRSIDYNIX
Wed 1:30 PM
25. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SirsiDynix Technology Update
Paul Moxon
Vice President, Product Management
26. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
FROM THIS…
27. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
TO…DEDICATED MAINTENANCE
TEAMS
• Dedicated development resources to help with
escalated cases – patches, patch clusters, & bug fixes
• Core development team focused on next release
development
• Works directly with Client Care (Task Force)
• Customers have access to their escalated JIRA issues
through Customer Support Center (CSC)
28. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
2010 PRODUCT ROADMAP
Q1 Q2 Q3 Q4 Q1 Q2
2010 20112009
Q4
Symphony 3.4 Symphony 4.0Symphony 3.3.1
DS 4.9
Horizon 7.5.1/HIP 3.21 Horizon 7.5.2/HIP 3.22
Horizon
Virtualization
Portfolio 4.0 Portfolio 5.0
Enterprise 3.1 Enterprise 5.0Enterprise 3.1.1
Director’s Station 4.8.1.1 DS 4.8.2
Web Reporter 3.4Web Reporter 3.3.1 Web Reporter 4.0
Symphony - German
Symphony Patron iPhone
App v1.0
Symphony Patron iPhone
App v2.0
Library Intelligence (LI) 5.0
Symphony - French Symphony – Spanish & Catalan
Enterprise 4.0
Language Pack Updates
for Symphony 3.4
Released
In Development
Planned
29. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
• Released Symphony 3.3 & 3.3.1 in 2009
– Microsoft SQL Server 2008
– Support for VMWare
– Major list of enhancements
• Symphony 3.4 - scheduled for Q4, 2010
– Item Group Editor
– Pull On-Shelf Holds Wizard
– XML/Excel Report Output
– ‘Right Click’ Shortcuts
SYMPHONY
SIRSIDYNIX SYMPHONY
UPDATE
Tuesday, 1:00
SIRSIDYNIX SYMPHONY
UPDATE
Tuesday, 1:00
30. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
• Horizon 7.5/HIP 3.20 - Q3, 2009
– Major technology upgrade for Horizon and HIP
– Support for latest database versions – Microsoft SQL Server
2008 and Sybase 15
– Support for VMWare Virtualization Q4, 2009
– Windows 7 support added in Q1, 2010
• Horizon 7.5.1/HIP 3.21 - Q1, 2011
– Productized International features for ALL customers
– Stock Rotation Module, Rentals (fees for checkouts),
Circulation restriction by Itype groups, etc.
HORIZON SIRSIDYNIX HORIZON
UPDATE
Tuesday, 1:00
SIRSIDYNIX HORIZON
UPDATE
Tuesday, 1:00
31. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
• Web Services and iPhone application for Horizon
7.4.x and 7.5.x
– Q1, 2011 support for Horizon iPhone mobile application
(BookMyne 2.1)
– Will require installation of Horizon Web Services to enable
BookMyne 2.1
HORIZON (Cont’d)
32. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ENTERPRISE
• Enterprise 3.1 – Q2, 2010
– Ability to add custom JavaScript
– Call number display on hit list
– Allow Publication Date Facet to display as a range
– Make Federated Search displays consistent with
harvested search results
– Patron-facing Help
– Bowker ICE Support
– Configuration option for specifying a default
pickup library for holds
33. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
PORTFOLIO–DIGITAL ASSET MANAGEMENT
34. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
PORTFOLIO SAMPLES: SPACE, WYOMING PLACES, AUSTRALIA
SIRSIDYNIX DISCOVERY
PLATFORM UPDATE
Wed, 10:50
SIRSIDYNIX DISCOVERY
PLATFORM UPDATE
Wed, 10:50
35. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SIRSIDYNIX WEB SERVICES
• SOAP and Restful Web
Services enable:
– Symphony & Horizon
– Mobile Applications
– New Web Sites
– Portfolio
– New SD Applications
– New Customer
Applications
– Library Intelligence (LI)
• Continued support of
Symphony APIs
ApplicationsApplications
SirsiDynix Web ServicesSirsiDynix Web Services
DataData
e-Library Enterprise Portfolio BookMyne
Discovery
Web Services
Staff Mobile
Horizon
Web Services
Catalogs Web Sites Local Docs
Customer
Applications
Symphony
Web Services
Database A Database B ...
THE POWER OF API’S &
WEB SERVICES
Tuesday, 1:30
THE POWER OF API’S &
WEB SERVICES
Tuesday, 1:30
36. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BOOKMYNE – YOUR LIBRARY ON AN IPHONE
• Version 1.2 Available Today
– Updated Library list and My Account
pages
– Added item call number, current item
location, number of copies, ISBN
information, publisher, and published
date to Item Details page
– French, German, Spanish language
support
– More than 500 libraries are using it
• Version 2.0 - Q4, 2010
– Enhanced Search, email, My Lists
– Enhanced My Account functions
– Find a library by name postal code,
address, etc.
– Recommendations Engine: Novelist,
GoodReads, NY Times Best sellers
DIGGING DEEP INTO
BOOKMYNE
Tuesday, 3:40
DIGGING DEEP INTO
BOOKMYNE
Tuesday, 3:40
37. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
FINALLY…WE ARE HERE TO LISTEN & TO HELP
• Matt Hawkins COO
• Rick Branham All-round Superstar
• Liz Pitts Director Global Sales Training
• Chris Berry VP of Software Engineering
• Ken Bonney Supervisor Education Services
• Susanne Strong APAC Client Care Supervisor
• Julianne Hancock Global Marketing Mgr
• Paul Moxon VP of Product Management
• Carol Forlonge Sales Account Manager
• Mala Singapuri Sales Account Manager
• Inga Bozier Library Relations Manager
• Cathy Cusack Application Specialist
• Zichun Liu Client Care Manager, China
• Ding Hengzhong APAC Operations
• Amanda Carlson Library Relations Manager
• Katy Willcock Product Specialist
38. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
AND ONE LAST SIGN…
39. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Morning Coffee 10:20 – 10:50
Notes de l'éditeur
Welcome
Recognize conference sponsors/supporters: 3M, Thorpe-Bowker, Chilifresh and Envisionware
Thank Marg Scantlebury, COSA chair. This is COSA’s inaugural year, many in this room have been involved in both Dynix and Sirsi user groups in the past. This is your user group meeting, and your involvement with COSA shapes the content of these meetings. Being involved with COSA is also an excellent channel to communicate what your library needs from SirsiDynix. We encourage you all to get involved.
Welcome
Recognize conference sponsors/supporters: 3M, Thorpe-Bowker, Chilifresh and Envisionware
Thank Marg Scantlebury, COSA chair. This is COSA’s inaugural year, many in this room have been involved in both Dynix and Sirsi user groups in the past. This is your user group meeting, and your involvement with COSA shapes the content of these meetings. Being involved with COSA is also an excellent channel to communicate what your library needs from SirsiDynix. We encourage you all to get involved.
Signs are a part of everyday life…
Some signs signal exciting things to come!
Maybe a fun trip…
To some…this sign means hold on to your wallet! But what happens in Vegas doesn’t always stay there…
Some signs really are this obvious! (If only it were ALWAYS this easy…)
We look to signs that signal warning, caution or concern
Other signs inspire the best in us!
We look to signs that signal warning, caution or concern.
Can you imagine the triage center explanation for this one?? Yes doctor, it really was an ostrich!
We look to signs that signal warning, caution or concern
We study some signals to make important decisions
We look to signs for guideposts and waypoints along our journeys – direction when we need it most!
We look to signs for guideposts and waypoints along our journeys – direction when we need it most!
Only 15 more miles and 10,000 vertical feet ahead!
Some signs are humorous - Nothing like a little humor to brighten your morning commute
This sign speaks for itself…
You are looking for direction as you make decisions.
Considering all that librarians face, it’s very important to read the signs:
Googilization of search
the digitization of every form of content
Budget expectations on libraries
Single sources of truth? (Wikipedia)
Expectation transformation by patrons (thanks to Barnes and Noble)
Part of the reason you are here is to understand the future direction that SirsiDynix is headed in.
Today’s libraries face many challenges. We are inspired by the way they have evolved to serve their changing audience.
Economic - two-thirds of American public libraries help patrons complete online job applications
Public demands. Libraries have become much more than buildings with books and periodicals.
Expectations from users for better resources and improvements in their experience compounds the challenges long term – libraries must keep up with changes in demand to stay relevant.
Libraries have responded to signs of the times.
Digitizing resources, public services to help communities with their needs now
Collaboration - consortia movements, stronger library associations, calls for community agreed-upon standards, working together to do more
Example: SWIFT is collaborating with Postal Service to deliver materials seamlessly to patrons
Work together to solve communal problems
Our responsibility
To respond with innovations in both technology and customer experience
Help libraries continue to serve their communities with fewer resources but with better results
We all benefit from the commitment librarians make to give people access to knowledge, and SirsiDynix takes our role in the library industry seriously.
Products: Deliver technology that helps libraries better serve their communities. Paul Moxon will discuss specific product initiatives, but our overall focus is improving the products we have that are positioned to help you understand your patrons, make your operations more efficient, and give your users access to the valuable resources you offer
Cost-effective services that keep your library running. [next slide details]
Improve support experience overall: in the Working With SirsiDynix session tomorrow, Susanne Strong will discuss our support team and how we’ve changed to support you better, but the bottom line is that we are focused on improving your experience
Proactively working side by side with you. I’ll get into details about our Library Relations Managers, and Paul Moxon will discuss our SPP program and product enhancement process at the Working With SirsiDynix session.
Every customer will have an LRM to work with
Maximize your current technology investments
Orchestrate internal resources to ensure SirsiDynix provides excellent services during complex customer projects.
Represent customers and their specific needs internally as they impact technology roadmaps and future service offerings.
Engage with customer libraries, keeping them up-to-date on SirsiDynix plans, upcoming trainings, user group meetings, conferences and other opportunities to learn and participate.
We are providing expert services that keep you online and optimized even when you don’t always have the staff and resources you once did.
Our experts can fill in the gaps for tasks that staff don’t have time for. Mala and Carol will teach more on this in a session
Data services - Bibliographic enhancement, – Analysis, Clean-Up, Upgrade, De-duplication Services
Consulting services -SureStart, SureSailing
Platinum Services
Keep staff trained, stay up to speed on new product release features. Ken Bonney will teach a session on SirsiDynix Mentor and everyone here today will receive free 60 days access to on demand product training.
We have cards available in the Ask SirsiDynix room with specific hours and toll free numbers
Why?
More efficient response time, better solutions. Easier to knock on someone’s door to get more information than to wait for their office to open halfway across the world. More efficient trending so we can identify common problems and get to the bottom of them faster.
Commitments:
50% of the cases that are opened are closed that same day
20% improvement in time to resolve cases through better collaboration among centralized support and development teams
An escalation process for cases that are open for longer periods of time.Task force teams: dedicated development resources to assisting Customer Support. Chris Berry and Susanne Strong will talk about task force teams for escalated support and new insights we are providing you to ensure your challenges are being worked
Results already showing improvement
Each time a case is closed the case contact receives an e-mail with link to complete a satisfaction survey. SirsiDynix Customer Support staff, LRMs, and other leaders in the business review these responses each week. Your comments and suggestions help make a difference!
Other signs that we are committed to your success that you can hold us to
Free upgrade services included in maintenance
Come to the Ask SirsiDynix Room to see the new online customer support center coming soon
Focus on overall growth in the region
Sales (objectives, Rick’s role, etc)
Professional services
Ding (Matt what is his specific role)
Project management still handled locally
Training and implementations: teams available locally, supported worldwide.
We had an API training last week in Brisbane and will continue to bring training resources to you regionally
SaaS facility and support team in Australia
THERE REALLY ARE SIGNS ALL AROUND US. We understand what you’ve told us and are continuing to listen.
Signs that we are committed to your success and are excited about our future.
Looking forward to a great conference, and a great year ahead
Note the on shelf hold items new 3.4 feature
Everything search integrated with Enterprise
Asset search narrows results
Supports all of the Enterprise 3.X searching features
Can be set up in a Room (i.e. Space example; Wyoming Places map)
Able to search full text and metadata
Access to assets controlled via Symphony Accountability
Manage assets manually or by bulk loading using OAI-PMH
Import metadata or catalog manually using templates
Full Dublin Core metadata support
Optional MARC21 to Dublin Core conversion
Configurable templates control required/optional metadata fields
Staff decide when to publish staged assets
Indexing can be scheduled to occur automatically
Search + Credentials Storage + Syndetics + Recommendations
Search -
•Show the stored terms
•Search 'The Girl Who Played With Fire'
⁃Show the new context menu
•Go Into item details
•ISBN/Call Number screen
•Talk about Syndetics integration
⁃Summary
⁃Chapter Excerpt
⁃Author Notes
⁃Reviews
⁃Other things (not shown for this title)
⁃Table of Contents
⁃Complete Title Details
⁃Characters, Genre, Topics, Time Periods
•Events about Context menu
⁃Email record
⁃Place Hold
⁃Brings up Credential Storing
⁃Edit, Save, Delete stored credentials
⁃Maybe mention idea was from feedback on the SD listserv
⁃Good for people with multiple accounts, or 13-digit pins
⁃Talk about My list (My list isn't fully implemented, yet. Waiting on WS)
⁃Find Similar
⁃Recommendations Module
⁃Find a book using 'Similar'
⁃Currently using NoveList
⁃Find a book using 'Awards'
⁃Currently using GoodReads
⁃Find a book using 'Popular'
⁃Currently using NYTimes Bestseller
⁃Adding GoodReads Social integration in future
⁃Adding NoveList Subject Recommendations in future
