Hong Kong INNOVATIVE Users Group

1. Hong Kong INNOVATIVE Users Group Release 2009B 8 December 2009

2. Where we are now • Release 2009A is the latest release • Release 2009B: Jan 2010? Integrated beta

6. Release 2009A • Architectural changes to full system • Stability • Data protection • Over 250 maintenance updates • Also some product features

7. Release 2009A Product Features • Research Pro • Integrated Sign On • WebPAC Pro • Encore • 2.0 Connectors • Support new XML-based connectors • Faster results display and direct links to PDFs or Full Text HTML from the browse screen of results • New Look & Feel

8. Research Pro

10. Release 2009A Product Features • Millennium Circulation • Last 5 patrons who checked in an item – optional, service commitment • AirPAC for iPhone • Web Services API’s

11. AirPAC–

12. AirPAC-Scopes

13. AirPAC-

14. iPhones everywhere

15. AirPAC for iPhone

16. My Account Web Services API • Position library account in a portal • Checked out items • Holds • Fines • Bookings • Read-only access to patron data

17. Release 2009B

18. Acquisitions (2009B) • Add invoice date to summary screen of Browse Invoices and allow sorting (IUG) • Provide a message field to pop up for order records during updating and/or invoicing (IUG) • When FTP'ing orders or importing invoices, leverage FTP data from vendor record (IUG)

19. Acquisitions (2009B) • Add Monographic Claims to Print Templates • 15 character fund codes

20. Cataloging (2009B) • Allow removing a record from a review file without having to leave Global Update to do so (IUG) • Allow user to clear single headings report without first creating the report (INNOPAC)

21. Circulation (2009B) • Add Circulation Notices to Print Templates (IUG) • Allow checked out materials to be added to Course Reserves lists (IUG) • Batch extension of Due Dates for missed Bookmobile stops • Display of all m-tagged fields from patron and item records instead of just the first one in single pop-up (IUG)

22. Circulation (2009B) • Modify/extend Pickup By Date for items on Holdshelf (IUG) • Move Process PC Transactions into Millennium (INNOPAC) • Only queue paging slip when Not Wanted Before Date has passed (IUG)

23. Circulation (2009B) • Check in and item without triggering local hold (IUG) • Recent search history in Search/Holds mode (IUG)

24. Circulation (2009B) • Update CIRCACTIVE fixed field when patron touched by SIP2, the Patron API (URL), or any other web service call (optional products) • Optionally retain original STAT group when renewal done in WebPAC • Allow printing of holdshelf report without clearing (IUG)

25. Circa (2009B) • The Circa wireless inventory product will include a Shelflist capability. This allows libraries to compare items on the shelves with what the system believes should be on the shelf, in real time while the user is in the stacks.

26. Electronic Resource Management (2009B) • Extension of “tickler” functionality to support status-based alerts (workflows). Set up recurring annual alerts - e.g., send email 1 day after Trial Begin Date if STATUS=i. • Add fund dimension in Analysis report • Link license record to multiple resource records • Cost Per Use for manually imported Counter-compliant data

27. ERM – Coverage Load (2009B) • Ability to delete records using a review file • Batch deletion of multiple databases and titles at one time in Coverage Edit Mode • Title search in Coverage Edit

28. General/Systems (2009B) • Mandatory fields • Validity checking • Save “record view properties” per login (IUG) • Millennium Boolean Search • Save sorting, exporting and listing parameters in Boolean searching (IUG) • Sort saved searches (IUG) • Delete items by wanding in barcode (INNOPAC)

29. General/Systems (2009B) • In summary display, show names of accounting units instead of “Other Account” (IUG) • Allow logins to be copied • Allow numbers to be used in initials • Manager-controlled option to reorder/remove modes from left navigation

30. Serials (2009B) • Additional templates for card creation to cover irregular but frequently found patterns (IUG) • Add Serials claims to Print Templates (IUG) • Print Bindery pullslips in batch. • Increased number of boxes on check-in card

31. WebPAC Pro (2009B) • Support PayPal as ecommerce option • Return to previous position in browse list from record display (IUG) • Support standard single asterisk for wild card in AVS (IUG) • Increase # of characters allowed on “Suggest a Purchase” form

32. WebPAC Pro (2009B) • New call number sort option in book cart (IUG) • Display material type icon in record display • Example set improvements to offer printer friendly link on all pages (IUG) • Insert blank line between records in export

33. WebPAC Pro – My Millennium (2009B) • Sort reading history (IUG) • Display loan period for course reserves (IUG)

34. WebPAC Pro – Feed Builder (2009B) • Allow users to subscribe to a feed based on a search query • Make it possible to manually start a feed • Allow proxy re-writing of links in feeds

35. WebPAC Pro – Community Manager (2009B) • Automatic approval of all reviews option • Add basic reporting features • Streamline workflow, add email alert to administrator when there are reviews to approve

36. New Products (2009B) • SMS - Hold Pickup Notices • Content Pro • Encore Reporter

37. III on Internet • Blog • Pictures • Real-time short message

38. Blogs - http://brewing.iii.com/

39. Photos - http://www.flickr.com/photos/innovativeinterfaces

40. SMS - http://twitter.com/iii_Innovative

41. Thank You