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Horizon/HIP Update SirsiDynix Symphony Update

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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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slide1

Horizon/HIP Update

SirsiDynix Symphony Update

8 May 2008

overall horizon product strategy
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)
horizon 7 4 1
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
circulation improvements for horizon 7 4 1
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
tech services improvements in horizon 7 4 1
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”
key improvements for hip 3 09
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
introducing the medley product suite
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
web reporter 1 5
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
enhanced enriched content
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)
sirsidynix enterprise 1 0
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
goals for enterprise 3 0
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
pocketcirc
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
pocketcirc checkout item
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
pocketcirc checkin item
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.
pocketcirc inventory
PocketCirc Inventory
  • Can be used offline or online
  • Scan the barcodes
  • Real time inventory in online mode
  • Upload the files in offline mode
ncip responder
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
horizon hip next releases
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
sybase 12 5 and ms sql 2000 eol
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
2008 deliverables for horizon libraries
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
sirsidynix symphony release dates
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
symphony version 3 2
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
key 3 2 1 features
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)
key 3 2 1 features31
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)
key 3 2 1 features32
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.
key 3 2 1 features33
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
basics of the sirsidynix symphony 3 3 roadmap
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
basics of the sirsidynix symphony 3 3 roadmap35
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
sirsidynix sales territory change
SirsiDynix Sales Territory Change

Steve Orton

Territory Sales Representative – Mountain Plains

[email protected]

800-288-8020 ext 5502

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