Download Committee of the Whole Meeting Presentation

SWAN Committee of the Whole Meeting
Presented by Aaron Skog, SWAN Executive Director
April 8, 2014
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Activity to Date
 3 Reviews with SWAN attorney
 2 Reviews with SWAN Board
 Conference Calls
▪ SVA
▪ EDS
▪ Visit with EBSCO staff
▪ Server Hardware
▪ Training
▪ Strategic Partnership Program (SPP)
Overview
• 5 Years
• 0% Maintenance
• Migration
• Products
• Consulting
• Adding New Libraries
What SWAN Negotiated
 Pricing for Optional Items
 Sample Project Implementation
Plan
 Acceptance Tests
 System Capacity and Growth
Warranties
 Third-Party Products and
Interfaces
 Data Load Test
 Escrow Agreement
 BLUEcloud Development
 Incorporated Bid Documents
 Payment Terms
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Add-On Pricing
 Public Library
 Academic and Special
LibrarySchool Library
 Pricing for Exit Services for SWAN
Consortium Libraries
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SVA Server Specifications
SPP and Beta Testing
Clarifications
Development of Patron Image
and Signature Image Capabilities
Description of SWAN Data and
Infrastructure Environment
SirsiDynix Consulting Services
Products for Go Live Date
SirsiDynix Symphony's Core Package includes
• Cataloging
• Circulation
• Acquisitions
• Serials
• Reports
• Additional functions include: an Oracle or MSSQL
embedded license, a Z39.50 server, Authority Control,
Backup Circulation
Symphony & BLUEcloud Solutions
• Universal SIP2
• NCIP Interface
• BLUEcloud Analytics
• BLUEcloud MobileCirc
• BookMyne+
• Social Library
• eResource Central: 3M, B&T, OverDrive, Recorded
Books
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EBSCO Discovery Services (EDS)
 EDS Web Services
▪ Connecting Searches EBSCO
▪ Individual Library EBSCO Subscriptions
▪ Other databases OCLC, Gale
Enterprise
 SirsiDynix Enterprise is a state-of-the-art faceted
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search
Fuzzy search logic technology
E-book integration with eResource Central
EDS online subscription database integration
Theme Customization
Portfolio
 Digital asset management solution
 Dgital collections more searchable and
discoverable through Enterprise
 IncludesOAI-PMH capabilities, both as a server as
well as a harvester
 Also included is the ability to create metadata
templates based on a wide range of digital media
types, such a music, video, images, etc.
Acquisitions
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Efficient online tracking of materials from ordering through claiming, receiving,
invoicing, and processing
Supports all transactions formats currently adopted by SISAC (Claims/Claim
Response /Invoice /Dispatch Information/Functional Acknowledgment)
Electronically transmit and receive information in these formats using X12. EDI
(Electronic Data Interchange) allows libraries to communicate with vendors to
transfer ordering, invoicing, or subscription information between computers
9XX Order Interface automatically loads bibliographic and order information
from online acquisitions systems.
9xx Book order Loader facilitates the acquisitions workflow when libraries place
orders for materials through a Web-based book vendor ordering system. This
module, especially for academic libraries, not only imports MARC records for new
book orders, but also records the order details in Symphony all in one step.
Vendors include Baker and Taylor TitleSource II, Ingram iPage, BWI TitleTales,
Brodart Bibz.com, Yankee Book Peddler GOBI, Blackwell Collection Manager, and
Harrassowitz OttoEditions
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Symphony ReferenceLIBRARIAN
 Enhances the Public Access Catalog with Kids'
Library, Find-it-Fast, and Have-You-Read predefined searches.
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Symphony Academic Reserves
 Allows staff to handle Course Reserves using the
same commands employed in the Circulation
module and allows searching of Reserves material
by course and instructor in the staff and public
access interfaces.
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Debt Collection Agency Interface
 Interface includes debt collection reports that output
information on overdue fines, bills, and referral fees
 This interfaces directly with Unique Management and
is priced for each participating institution
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Collection Exchange
 Auto-selects items to be moved from location to
location to optimize circulation based on locations'
interests and associated profiles and collection
development goals
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Materials Booking
 Enables booking, circulation, and maintenance of
equipment, rooms, and non-print material
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SMS Notification Subscription to the SMS
Notification
SirsiDynix Telephone Messaging (SVA)
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Lexile Reading Information Initial One-Time Run
 SirsiDynix will identify Accelerated Reader quiz information OR Lexile Measures
which match records in the library's bibliographic database.
 Accelerated Reader: SirsiDynix will identify each bibliographic record in the
library’s database which has Accelerated Reader quiz information available, and
which does not already contain the information. Field 526 will be added to the
library’s record, providing the Accelerated Reader quiz number, reading level,
interest level, point value, and Accelerated Reader supplementary notes.
 Lexile Measures: For each Lexile value identified, SirsiDynix will add field 521 to
the library’s record, providing the Lexile information. This service does not require
records to be extracted and reloaded to the library’s database.
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Annual Update Service for Reading Information
 After Accelerated Reader Reading program information and/or Lexile Measures
data has been added through the Reading Information: Initial Run, the
subscription service identifies new Accelerated Reader quizzes or Lexile data which
match records already in the library’s database and quizzes or data which match
new bibliographic records recently added to the library’s database.
BLUEcloud PAC
BLUEcloud Cataloging
X
X
Anticipated
Release
Current
Current
Current
Pilot 2014
Pilot Q2 2014
Current
Current
Not needed
(Enterprise/Port)
Pilot Q2 2014
Universal Admin
X
Current
BLUEcloud Component
eResource Central
Enterprise
Portfolio
BLUEcloud Marketplace
BLUEcloud Analytics
Social Library
Bookmyne Plus
Add-on
Options
Included
in Quote
X
X
X
X
X
X
X
At the time of contract signing SirsiDynix warrants that
Symphony will successfully interoperate with the
following products named in this schedule. SirsiDynix
will use commercially reasonable efforts to maintain
interoperability during the Term but cannot warrant
ongoing interoperability due to the continual evolution of
legal, licensing, partnership, and other technical or
business parameters.
SirsiDynix has certified partners with whom we have
tested and certified interoperability between systems;
other products or systems that adhere to standards such
as SIP2 would also integrate with our products but may
not have been tested. In addition, APIs provide
integration with third party products that are nonstandards compliant. SWAN can interface with the
following:
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3M: Cloud Library
3M: self-check
3M: AMH
A.N.D. Technologies: P-Counter
Bibliotheca: self-check
Central Technologies (CenTec): i-circ selfcheck
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Comprise: SAM
Cybrarian
Envisionware: LPTOne
Envisionware: PC Reservation
Evanced Solutions: Events, Room Reserve,
Summer Reader
ITS: MyPC
3M: Cloud Library
3M: self-check
3M: AMH
Librarica: CASSIE
Library Ideas: Freading
Library Ideas: Freegal
OCLC: EZ Proxy
OverDrive: eMedia Library, My Media Mall,
Media on Demand
Pharos: Computer Reservation System
Pharos: Print Management
TechLogic: ACS self-check
TechLogic: AMH
Vendprint
Agreement Schedule 16
 Assured as a component of Symphony 3.5 (Available December
2014)
 Requested Features & Functions
 Patron Images imported, referenced, and utilized from current ILS
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(Innovative Millennium) data
Patron Image Data Field that may be modified through library staff
image upload or direct hardware input via network camera, desktop
camera, digital snapshot camera, mobile/tablet device
Patron Signatures imported, referenced, and utilized from current ILS
(Innovative Millennium) data
Patron Signature Data Field that may be modified through library staff
image upload or direct hardware input via signature pad or
mobile/tablet device
Existing Signature and Image data verified and confirmed of
consistency through Data Load Test
Adding Libraries to SWAN Consortium
 Licensing & Migration Costs
 Discounts for Non-SirsiDynix Libraries to
Migrate to SWAN
 Public Libraries: 6 tiers based on annual
circulation
 Academic & Special: 6 tiers based on title count
 Schools K-12: 6 tiers based on number of school
libraries
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Data Migration Costs: Package or a la cart
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Tentative April 2015 Go Live
Summary of Training Package
 For All Member Staff: Unlimited eLearning
subscriptions for access to the self-paced trainings
 For the SWAN trainers/mentors
▪ 11+ days of onsite training (staff-facing software areas:
Circulation, Cataloging, Reports, Acquisitions, etc.)
▪ 8+ days of private online/instructor-led training
(Symphony Administration, OPAC Configuration, etc.)
 Training of Member Library Staff TBD
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Automatically renew for one year renewal
terms
 Unless either party gives written notice 60 days
prior to the end of any previous Term of its
intention to terminate the Subscription or
Maintenance service, part of the Subscription or
Maintenance Service or the entire Master
Agreement
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90 Day Warranty after Go Live
Response Time Warranty for Software & SaaS
Agreement Includes & Describes
• Platinum Premier Services
• Training
• Best Practices Consulting
• Customer Service & Support
• APIs
• Data Enhancement Services
• SureSailing (5 years)
• SWAN staff access to consultant
• LRM Function (Library Relations Manager)
• Additional Consulting Hours (negotiated hourly rate for 5 years)
Fee Summary Year 1
$407,930
Includes data
migration,
installation,
licenses, 1st yr
maint,
consulting
Year 2
Year 3
Year 4
Year 5
$ 222,875
$ 222,875
$ 222,875
$ 222,875
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Questions?
Ready to Sign?
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COSUGI
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All SWAN Libraries Now Members!
2014 Conference $475 for COSUGI Members
Detroit, Michigan
May 15-17, 2014
http://cosugi.org/COSUGI_CONFERENCE/
SLUI: SirsiDynix Library Users of Illinois
 Thursday, April 24, 2014 at the Bloomingdale Public
Library 9am – 12pm.
 Presentation “Caution, change ahead: Skill sets for today
and tomorrow” presented by Kelly Krieg-Sigman
 Register online http://iluug.wordpress.com/
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Memo 10: SWAN Server IP Migration
The end of our Network Migration Project is
within sight!
IP Addresses for Millennium Production, Report,
and Encore servers
The migration will occur Tuesday, April 8th at
11pm until Wednesday, April 9th at 6am.
Memo details
 How to prepare and what services may be affected by
this change
 Have your designated IT staff available on this date
should any internal library changes be necessary
Thursday April 17 10AM
 Guest Speaker: ICN’s Robin Woodsome
 Presentation of current ICN project initiatives
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Self-Check Kiosks
Retirement of ExpressLane
 SWAN evaluations with Bibliotheca and 3M
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RFID and SWAN
 Current trends within SWAN Libraries
 Workshop details
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DNS System Retirement
Gauging interest/ideas
Open Forum of current member projects
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SWAN Board Monday April 14: Burr Ridge
(changed from Friday April 18)
Committee of Whole May 13: Prairie State
College hosting
SWAN Board May 13 12PM: Prairie State
College hosting (changed from Friday May
16)
Quarterly June 5: RAILS Burr Ridge
Aaron Skog, [email protected]