Executive Director Report & SirsiDynix Migration Update and
Whats NextSWAN June Quarterly MeetingPresented by Aaron Skog, SWAN
Executive DirectorJune 4, 20151Migration RecapQuick overview of the
data migrationLast 50 daysWhats Next!PatronsPurged 120,000 in
March
Patron Data: All ReformattedUpper caseName fieldsPhone
555-555-5555ZIP + 4
Updated with NCOATotal of patrons updated with National Change
of Address: 98,519Fix for PO Box Address Forthcoming880
ThousandBibsLoaded Perfectly
Initially diacritics displayed incorrectly146,745 bibs or
11%Fixed on April 221.3 MillionItemsRemaining Call Number
ProblemOne portion of the call number, subfield |e was mapped
incorrectlyNo data was lost!Completed May 19Some volume field data
fixes remainingCleanup Continues94,383 items fixed for item
category, item type, etc.Tool used by SWAN, Item Group Editor,
starting in May8 MillionNow99.8% AccurateHolds83,109 LoadedItem
holds all migrated as title holdsSuspended/frozen holds (vacation
holds, etc.) all arrived *active* in SymphonyTwo reported tickets
noting some holds did not migrate
83 ThousandHoldsHolds Craziness!April 14 & 15Fix Put in
April 16Library Holds Shelf Process April 17Trust the Process aka
The Most Important SWANcom EverHUGE HELP from Library Staff to
FixSirsiDynix SupportReset all Holds StatusMonitored the holds
throughout
83 ThousandPhotos & SignaturesTotal Number of
PatronsSignatures: 252,373 Photos: 77,265
Problems Resolved222 Photos Missing, Reloaded492 Signatures
Missing, Reloaded
Since the Migration10 New libraries now doing both2 New doing
signatures4 Signatures libraries added photos1 photo, added
signatures330 ThousandIndexesEnterprise Affected: 13 hours of 1,176
hours possibleApril 28: lasted 4 hours (3pm -7pm)April 30 : lasted
9 hours (7am 4pm)May 30: lasted 15 minutes
(11:38-11:48am)Unfortunately during business hours
EnterpriseEnterprise iPad Issues FixediPad (iOS) use 8% of total
Enterprise trafficLogin Links (fixed)Login Popup (fixed)
SIP2Transitioned Pre-Go-LiveApril 11 13 &Some on April
14
40 Vendors 45 Services13M (Cloud Library)23M (Self-Check, Gates,
AMH)3AllData4AtoZ the USA5Baker & Taylor (TitleSource)6Baker
& Taylor (Axis 360)7Bibliotheca (Self-Check,
Gates)8Bookletters9Boopsie10Bowker (Library Anywhere)11Cassie
(Librarica)12Cen-Tec (Self-Check)13Comics Plus14Comprise
(SAM)15Comprise (Smart Money Manager)16CUBS17CultureGrams18Dear
Reader19D-Tech (Self-Check, Gates, AMH)20EBSCO21EBSCO
(Flipster)22EnvisionWare (PC-Res)23Evanced24Gale25Grey House
Publishing26Infogroup27Ingram28iTEAM29iVerse Media30Learning
Express Library31Library Ideas (Freegal)32Lynda33Mango
Languages34Midwest Tape (Hoopla)35Morning
Star36Newsbank37Overdrive38Proquest39Public Records40Recorded Books
(OneClick Digital, Zinio)41TBS (Todays Business Solutions)42Tech
Logic (AMH)43VendPrint44World Book Online45World Trade PressSWAN
Vmware Server EnvironmentServers5 RunningMillennium Test
ServerMillennium Report ServerMillennium Production ServerNo Server
Performance Problems During Past 50 DaysSWAN hardware supports 5
ILS servers simultaneouslyMillennium & SymphonySymphonyTest
ServerSymphonyProductionServerTicketsApril 14 June 2 (50
Days)OPENED: 2,215CLOSED: 1,878OPEN: 33785% CLOSED85% CLOSEDE-Book
Integration (eRC)
SWAN Quarterly June 4, 2015Projects Post-Go-LiveProjectJune Q2
2015Sept Q3 2015Dec Q4 2015BLUEcloud CatalogingProgress
ReportBLUEcloud AnalyticsProgress ReportEnterprise Profiles &
Rooms TrainingAnnounce Classes/Formation of DUX TeamEnterprise
4.5July UpgradeEBSCO EDS (needs Enterprise 4.5)Progress
ReportBookMyne + PilotProgress ReportUpdate on PilotMobileCirc
PilotProgress ReportUpdate on PilotStrategic Partnership Program
(SPP)ReportSVA PilotProgress Report on Library PilotUpdate on
Roll-outCredit Card Swipes PilotProgress Report on Library
PilotPick Up AnywhereReportSocial Library (Facebook
Integration)Progress ReportLDAP Login IntegrationProgress
ReportSymphony Site AdministratorsProgress ReportPortfolio (digital
collections)Progress ReportSirsiDynix Roadmap: March 2015
SirsiDynix Roadmap: March 2015
SirsiDynix Roadmap: March 2015
BLUEcloud CommerceProblems updating Symphony with paymentCredit
card accepted, but fines not cleared on first item, but not second,
third itemOr, No items clearedSWAN has two documents on support
websiteGetting into ProPay & setting up additional usersHow to
make patron reimbursements in
ProPayhttps://support.swanlibraries.net/documentation/commerce
Patch applied 1st week MayMajor Fix coming Aug 2015Some other
interim patches SWAN will pursue with SirsiDynix until that
time
BLUEcloud CatalogingQ&A Karen Bar, SWAN Bibliographic
Services ManagerON VACATIONQ&A Aaron Skog, SWAN Executive
Director (old cataloger)
BLUEcloud Cataloging
BLUEcloud Cataloging
Web-browserMARC editingItem editingPart of SirsiDynix SPPNew
featuresBLUEcloud AnalyticsWeb-based tool for SWAN libraries:
statisticsUndergoing development in extracting dataStructure, no
reports created yet
BLUEcloud AnalyticsData cubes NowCatalog cubeUser cubeCheckout
cubeData cubes ComingHistorical Data (2015.06)Historical data will
provide insight into past trends to allow for future projections of
library usage Bill Data (2015.07)Pre-configured dashboards and
reports will be delivered, allowing customers to utilize Bill
dataHold Data (2015.07)Pre-configured dashboards and reports will
be delivered, allowing customers insight into Hold data
BLUEcloud Analytics
Statistics: UpdateQ& A with Kate Boyle, SWAN Member Services
Manager
Statistics available on the SWAN Website
Statistics: UpdateWe have 12 statistical reports availableBy
interface: CheckoutsRenewalsHoldsColumns listed as SVA, Bookmyne,
and unknownStatistics in these columns in the near future
Statistics: UpdateTotal circulation countDependent upon library
policy, you may want to add renewals and checkoutsCheckouts by our
new user categories: Referenced as pcode2, pcode3, and pcode4 for
ease of useUser Category 7User Category 8User Category Library
Defined
Statistics: UpdateMonthly checkouts by Item Library/Library
Profile Your reciprocal borrowing statsJust remember to subtract
checkouts to your library users profilesMonthly checkout by
Charging Library/ Item LibraryMonthly checkins by Charging
library/Item LibraryMonthly In-house Use (you must use the Mark
Item Used Wizard to generate this statistic)Monthly Users Added
Statistics: UpdateWe will be adding two more reports ASAP -
Monthly Bibs AddedMonthly Items Added
Daily Circ Stats (May 2015 workbook)You may want to run
theMonthly Item Type/Item Category 2report for your library each
month. Documentation for the running of this report is contained
inMigration Memo #22 Report Update #2
Symphony & Statistical ReportsProposed Outline of Symphony
Reports
Library Staff Will Use Reports Template FolderUse of reports
from 9AM 6PM (Symphony restart at 9:55PM, ends running reports)No
reports can be scheduled outside of this range without SWAN staff
consultationReports running over 20 minutes might be cancelled
centrally by SWAN staffMore staff training will be
providedDeveloping customized reports for statistics is underway,
conversations startedBookMyne: Patron Mobile AppBookMyne
(regular)Ready for Android & iOS Users!Patrons download
BookMyne app to their tablet or phone & locate nearby SWAN
libraryBookMyne + (Plus)Pilot with La Grange Public LibraryiOS
users currentlyReport pilot at Sept 3 Quarterly (if not sooner)
BookMyne: Patron Mobile App
BookMyne Demonstration!MobileCirc: PilotOak Park Book BikeiPad
tabletWork will begin June
SVA: SirsiDynix Voice AutomationQ& A with Steven Schlewitt,
SWAN IT ManagerSVA: SirsiDynix Voice AutomationCalls from toll-free
numberNumber can be dialed by patrons to reach the SVA menuMenu
allows renewals, on-hold item list, list of checkoutsCalling
hoursM-F 10:30am-7:30pmSat, Sun 11am-6pmCurrently a patron opt-in
programBased on notice preference of phone
Additional notes and documentation will be submitted prior to
go-live at your library
Click on sound sampleSVA: Tentative implementation scheduleJune
2015Pilot with SWAN staffPilot with Woodridge staff
July 2015Pilot with Woodridge patrons
August 2015Full-scale roll-out
DUX: Discovery & User Experience TeamQ & A with Rebecca
Malinowski, SWAN Special Projects CoordinatorWhat is DUX?What is
going on with Enterprise EDS?DUX: Discovery & User Experience
TeamExpanding the Migration UX Team: led by Rebecca Malinowski
& library staff fromCalumet CityDowners
GroveEisenhowerHinsdaleIndian PrairieTinley ParkWoodridge
Meeting June 4, 1:30pmSome topicsDelinquentStandard Shelving
LocationMy Account Item IDsFormat Icons & FacetsEBSCO Discovery
Service (EDS)Rooms and profile admin training
EDS: EBSCO Discovery Service Integration with EnterpriseEBSCO
& SWAN created profiles for all 77 librariesIntegration tested
within Enterprise Brookfield ZooElmwood Park Public LibraryMorton
ArboretumSouth Suburban CollegeEnterprise 4.3 currentlyEnterprise
4.5 targeted for July releaseImproved search results display &
Interfiled resultsSWAN working on solution for remote patrons
authenticatingEZproxy (OCLC)OpenAthens (EduServ)Other (RAILS &
SWAN)
EDS DemonstrationEnterprise 4.3 currently
EDS Demonstration
Enterprise 4.5 Interfiled ResultsEDS Demonstration
Enterprise 4.5 Quick TogglesEDS Demonstration
Enterprise 4.5 Quick TogglesEDS Demonstration
Enterprise 4.5 Quick TogglesEDS Demonstration
Enterprise 4.5 User PreferencesEDS DemonstrationEnterprise EDS
Questions?Classes: ScheduledUpcoming SWAN Users GroupsJune 17
Technology Users GroupJuly 23 Circulation Users Aug ? Joint
Cataloging Users Group, Acquisitions Users Group, & Serials
Users Group planning underway
Symphony GutsHOW IT ALL WORKSItem Types, Circulation, Enterprise
display4 in-person training session opportunities1 webinarJuly
& August (watch for announcement)
Strategic Partnership Program (SPP)ILS Features Ranked (Two
Years Ago)ILS Features Ranked
April 2013 SWAN Library staff was asked to put into order ten
software features where a 1 was the most important and 10 being the
least important of the ILS features. 1stConsistent and reliable
response time at peak hours2ndQuality training and accessible
documentation 3rdStrong support and ongoing development from the
vendor4thRobust bibliographic data tools allowing for easy
manipulation by staff & vendors5thNotifications via phone,
email or text6thCustomizable holds system designed for a
multi-library group7thSupport for a variety of mobile devices
8thStaff and Patron screens are similar9thSeamless and easy offline
system10thOperating system neutral
40th AnniversaryJune 18, 1975 Alsip-Merrionette Park went live
on the computerized circulationNorth: Eisenhower, Elmhurst,
Northlake, Oak ParkSouth: Alsip, Dolton, Harvey, Lansing, Park
ForestSee the History button on the SWAN website for the full
history of SWAN
Questions & DiscussionAaron Skog,
[email protected]
