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Horizon/HIP Update SirsiDynix Symphony Update

Horizon/HIP Update SirsiDynix Symphony Update. 8 May 2008. Overall Horizon Product Strategy. Remove barriers to 7.4.1 and HIP 3.09 Packaging and testing of Web Reporter 1.5 French-Canadian packaging and beta test Deliver new and enhanced “Medley” products

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Horizon/HIP Update SirsiDynix Symphony Update

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  1. Horizon/HIP Update SirsiDynix Symphony Update 8 May 2008

  2. Overall Horizon Product Strategy • Remove barriers to 7.4.1 and HIP 3.09 • Packaging and testing of Web Reporter 1.5 • French-Canadian packaging and beta test • Deliver new and enhanced “Medley” products • Products which will work with Horizon and with SD Symphony • Deliver bug fixes and enhancements in 7.4.2 and HIP 3.10 • Coding for Sybase 15 & MS SQL Server 2005 and test for certification and delivery in 2009 (w/7.4.3)

  3. Horizon 7.4.1 • Release version supports both HIP 3.09 and HIP 4.13. • Allows all customers to upgrade. • Between Horizon 7.3.4 and 7.4.1 there are over 350 different bug fixes. • Between HIP 2.1 and HIP 3.09 there are 700 bug fixes. • Delivers French Canadian language support • Supports a new version of Web Reporter (1.5) • Tested and certified for

  4. Circulation Improvements for Horizon 7.4.1 • The ability to print new Waiver and Transit receipts • Pre-overdue notices • Significant updates to the ACS SIP2 client (ESIP Server) • The ability to track In Transit items • Updates to MARCIN, MARCOUT, BIMPORT utilities • Ability to print locally unique transaction id on payment receipts • Ability for staff to determine if expiration date should change when changing location or BTYPE • The ability to obscure certain borrower information on patron receipts such as “************0081” instead of whole barcode • The ability to automatically limit Borrower Search limit to specific groups of agencies • The Checkin Hold Fill Screen displays the true notice method (e-mail or print) and doesn’t just default to print • Fixed problem where the Pull list may fill wrong request if queue has been reordered • Fixed problem where Items were aged to lost prematurely if the final notice was delivered by TeleCirc • Damaged checkin on a transit request no longer corrupts data

  5. Tech Services Improvements in Horizon 7.4.1 • Budget Hierarchy Report, Percent Available displayed not a true percentage • Creating PO from Distribution pattern results in some line items being dropped. • Use of colon, plus sign, question mark, or single quotation mark (:, +, ?, ') in the Vendor Note can cause issues with the Edifact file being properly generated. • Edifact files with a question mark (?) as the last letter of the title can cause the Edifact processing to crash. • Creating a PO using a send-to from pac can result in an invalid ISBN being placed in the PO and make the order sent to the vendor via Edifact unusable. • Orders Created with 10 digit ISBN are not found when searching using a 13 digit ISBN • A dash ('-') in the 13 digit ISBN can cause verification in MARC Editor to fail. • An item barcode search using significant digits pulls up wrong item • The ability to print_format_block 'text' field to print for 'pickloc' field type • Applying a Horizon StaffPac Restriction may cause a "Database error: Incorrect syntax near the keyword”

  6. Key Improvements for HIP 3.09 • The ability to connect to Horizon 7.4.1 • Upgrade to Firebird version 2.03 • Install is included for Windows (98 – XP), Linux, Solaris SPARC and Solaris X86 • Upgrade to Jetty 4.2.19 • Resolves many security issues that have been reported with version 4.2.9. • Multiple display fields that use the same fixed element and the first display field has no data, you will still display all the appropriate data. • Show authors in TOC for Bowker enriched data • Suspend_until date was not displaying in My Account -Items out • My List was not being cleared when the user logged out of HIP. • When you limit an ISBN exact match search you now get matches • Requests deleted via HIP can now be recorded separately from those deleted via Horizon • My List is not being cleared when the user logs out of HIP • Show authors in TOC for Enriched Content from Syndetic Solutions • Problems with displaying correct 'Suspend until' dates when changing the status of a local hold

  7. Introducing the “Medley” Product Suite • Products which can be implemented in Horizon and also work with SD Symphony • Web Reporter statistical reporting • Enriched Content for public access • SirsiDynix “Enterprise” faceted search software • PocketCirc online and offline circulation and inventory • Telephone Messaging 3 • Self-service circulation • Envisionware PC Management • SIP/NCIP Responder

  8. Web Reporter 1.5 • WR is a Medley Product works with Horizon and Symphony • WR 1.5 Requires Horizon 7.4.1 or greater • New Dashboard reports • MicroStrategy 8.1 • Project merge availability • Over 180 modifications to metadata • Changes in the new project are documented and provided in the Release Notes

  9. Enhanced Enriched Content • Medley Product works with Horizon and Symphony • “Deluxe” package available from Bowker (Syndetic Solutions) • Fiction profiles • Find similar titles • Series list • Horn Reviews • Spanish language content • German language content • Video & music cover images • Video & music profiles (coming soon) • Standard and “Deluxe” package available with HIP 3.10 (Q3)

  10. SirsiDynix Enterprise 1.0 • Faceted Discovery/Delivery • Works with Horizon and Symphony • Supplements HIP (uses HIP for detail view) • Available with Horizon 7.3.2 and higher • Interface for auto-updates built into 7.4.2 • Fuzzy search logic • Search index updated based on changes rather than complete nightly dump • Consortia support • Multilingual Support • Look and feel configuration (“themes” via css & javascript) • URL search (for in-bound searches) • Search widget (for use on other web pages) • “Did you mean” feature

  11. SirsiDynix Enterprise

  12. Goals for Enterprise 3.0 • Integrate additional data sources • Federated Search • Library favorites • Pluggable component approach (not one-size-fits-all) • Guided Discovery option (simplified CM) • Web 2.0 Community features • RSS feeds • Tagging • User Reviews • Ratings • Third party interfaces • Visual Search

  13. PocketCirc • Medley Product works with Horizon and Symphony • Software for online/offline circulation and inventory • Platform: Windows Mobile 5 (Touch screen) and above • Replaces Telxon & Percon (no longer available) • Communicates to server via SIP • Checkout/Checkin extensible to other SIP-based ILSs • Requires implementation of SIP server (not previously required) • Inventory Control • Identify items missing from inventory • Inventory requires proprietary hooks in SIP for real-time inventory

  14. PocketCirc Checkout Item • When checking out items you can set an alternate due date or use the due date set through policies • The item barcode and due date will display in the charge list

  15. PocketCirc Checkin Item • A Checked in item will display the item ID as well as routing information • CKI can be backdated for book-drop items • When checking in items in online mode, the client will alert the operator if the item is on hold, has a lost status, needs to be sent to another library for shelving, etc.

  16. PocketCirc Inventory • Can be used offline or online • Scan the barcodes • Real time inventory in online mode • Upload the files in offline mode

  17. NCIP Responder • Medley Product works with Horizon and SD Symphony • Independent from HIP • Delivered with ACS software (same which supports SIP interface) • User-friendly configuration tool • Improved supportability • Improved and enhanced NCIP messages • Increases the number of supported messages from 7 to 14 • Supports VDX and URSA • Improved (faster) performance by 10 - 20 fold • Compatible with 7.4.1 and above

  18. Horizon & HIP – Next Releases • HIP 3.10 • Enhanced enriched content from Bowker • LDAP Authentication • Improved Boolean searching • Keyword search “Bud, Not Buddy” doesn’t choke on “not” • Stops borrower requests on shelved items • Based on IP of requester and on-shelf library • Horizon 7.4.2 • 50 + bug fixes • PO is created with ISBN on Bib imported from vendor • Tight integration with “Enterprise” faceted search software • GA Targeted for July/Aug. 2008

  19. Sybase 12.5 and MS SQL 2000 EOL • MSSQL 2000 EOL: April, 2008 • Per incident support IS available through 2013 • Sybase 12.5 EOL: December 2009 • Sybase 15 and MS SQL Server 2005 • Development work has begun, but put on hold in favor of delivering 7.4.2 features and Medley products • Scheduled to be finished with engineering Q4 2008 • Testing required for all Horizon-related products • Test and release in 2009, most likely as 7.4.3

  20. 2008 Deliverables for Horizon Libraries • Web Reporter 1.5 – April 2008 • Horizon 7.41/HIP 3.09 French-Canadian – May/June 2008 • Enhanced NCIP Responder for Horizon – May/June 2008 • New “Enterprise” faceted search for Horizon – Q3 2008 • Horizon 7.4.2 and HIP 3.10 – Q3 2008 • Enhanced Enriched Content • LDAP Authentication • Boolean search enhancements • PocketCirc available – Q4 2008 for 7.4.2 • Support for Sybase 15 & MS SQL Server 2005 – Early 2009

  21. Horizon and Pivot Product Release Estimates

  22. SirsiDynix Symphony release dates • SirsiDynix Symphony 3.2 released on time in December 2007 • SirsiDynix Symphony 3.2.1 release on 28 May 2008 • SirsiDynix Symphony 3.3 release in early 2009

  23. Symphony Version 3.2 • Staff efficiencies • Optional Web-based staff clients; geared to K-12 • Support for taxes • Updates to Floating Collections • Improving services to end users • Support for proxy or “family” linked borrowers • Granular to protect privacy, privileges • Patron credits permit pre-pay for services offered by library • Ordered hold fills: Great for consortial situations • Delivery Service • Handle on home or on campus delivery via “books by mail” • Optional cost recovery • Controlled by library location, item type, and patron type • Staff and public interfaces

  24. Key 3.2.1 Features • eCommerce links to Envisionware from e-Library OPAC, including pass through authentication (based on latest Envisionware release) • Updates to “expired borrower” rules based on Horizon/Dynix expectations – similar to updates in Horizon 7.4.1 • Improvement of “modify due date” workflow (feedback from large Dynix site) • Support for Talking Tech “SIP2” interface • Improvements to Acquisitions workflows (feedback from large Dynix sites)

  25. Key 3.2.1 Features • New options for capturing circulation statistics: when item type that indicates “multi-piece” item is used, operator may enter the piece count. That count will be reflected in the resulting circulations statistics. (Dynix, Horizon) • Updates to hold slip printing to promote staff efficiency for hold shelf retrieval, bookmobile support (large Dynix and other sites’ suggestions) • Updates to “policy hours” support in iBistro: promotes a “closed stacks” delivery that can be ordered via Consulting Services (Some Dynix and Horizon sites)

  26. Key 3.2.1 Features • Updates to Floating Collections to make more consortia-friendly (capabilities now beyond what is supported in Horizon) • Updates to Z39.50 server to improve consortial support: search limiting by library group/associated, controlled return of holdings data • Support for Classified Accountability in Java Client • Accountability is a SirsiDynix Symphony feature that can limit search and circulation access to particular bibliographic and/or item records to patrons with specified levels of classification (e.g., need to know), etc. Primarily used in corporate and government libraries; this feature does not exist in Horizon or Dynix.

  27. Key 3.2.1 Features • Support for entering only ‘meaningful’ characters of barcodes (Horizon/Dynix capabilities) • Option to have barcode check digit calculated on request • New capability for sites using the “auto-ID” process to have the system based the assigned IDs on the barcode format in use at site • Support for WebReporter

  28. Basics of the SirsiDynix Symphony 3.3 Roadmap • Support for VIP in Acquisitions • Greatly expanded UNIMARC support • StaffWeb client to for all libraries • Staff efficiencies: • Global call number updates • Updates to tax support for purchase orders: companion to “tax at invoice” support included in SirsiDynix Symphony 3.2 • Horizon-style “re-shuffle hold queue” • “Item group circulation”: identify groups of materials that can be circulated together via a single barcode or circulated individually via their unique barcodes

  29. Basics of the SirsiDynix Symphony 3.3 Roadmap • Staff efficiencies/Services for end users: • Support for rental fees • Basic SmartCard implementation based on UK standards • End users: • Expand support for Enriched Content to accommodate new content from Bowker and other ‘feed’ sources (change will be made to HIP 3.0x series as well) • HIP-style “My List” capabilities • HIP-based Patron “My Account” capabilities such as linking to title from My Account displays, display of material type and hold “in transit” status • Sorting of Patron “My Account” lists

  30. SirsiDynix Sales Territory Change Steve Orton Territory Sales Representative – Mountain Plains Steven.orton@sirsidynix.com 800-288-8020 ext 5502

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