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SWAN Quarterly Update

SWAN Quarterly Update. June 6, 2019. June 6, 2019 Quarterly Meeting Agenda. Call to Order and Welcome (Ted) Public Comment (Ted) Introduction of New Library Directors (Ted) Action Item-- Approval of the March 6, 2019 Quarterly Meeting Minutes (Ted)

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SWAN Quarterly Update

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  1. SWAN Quarterly Update June 6, 2019

  2. June 6, 2019 Quarterly Meeting Agenda Call to Order and Welcome (Ted) Public Comment (Ted) Introduction of New Library Directors (Ted) Action Item-- Approval of the March 6, 2019 Quarterly Meeting Minutes (Ted) Information Item – 2019 SWAN Board Election Results (Ted) Information Item—BLUEcloud Mobile App (Tara) Information Item -- Enterprise Usability Study: Article Search (Tara & Robin) Information Item – SWAN Strategic Plan & 2019-2020 Roadmap (Aaron) Information Item – Patron Privacy & User Experience (Crystal & Steven) Information Item -- BLUEcloud Analytics Dossiers (Dawne) Information Item -- Cataloging Library Overview & Eisenhower Welcome (Scott) Information Item – Book Clubs: a Holistic View (Scott, Crystal) Announcements and Questions (Ted)

  3. SWAN Board Election

  4. BLUEcloud Mobile App UpdateArticle Search Usability Testing Tara Wood, User Experience Manager Robin Hofstetter, Electronic Resources Consultant June 6, 2019 SWAN Quarterly Meeting

  5. BLUEcloud Mobile Configuration Questionnaire

  6. Mobile Templates

  7. BLUEcloud Mobile What's working Waiting on BLUEcloud mobile update (TBA, end of June target) Improvements to stability and web services connection eRC eBook, eAudio, eStreaming integrations review (so close!) Unsuspending holds BLUEcloud Commerce/fines payment integration • Individual, custom library profiles • Linked cards • ISBN barcode scanning • Placing and suspending holds • Item availability

  8. Article Search Usability Testing

  9. Article Search Usability Testing Findings Recommendations Pilot projects to integrate an EDS search bar into the databases page on a library website and improve visibility in Enterprise catalogs Investigate options with RAILS for a base package for SWAN with EBSCO Work with EBSCO to improve linking to other vendor resources • It is difficult for patrons to get to Article Search from the library website • EDS works best with EBSCO products • Gale resources can be integrated but are more difficult to access • ProQuest resources cannot be integrated into EDS

  10. Strategic Plan UpdateSWAN Roadmap Aaron Skog Dawne Tortorella

  11. Strategic Plan: 6 Objectives 2019-2023

  12. Plan Activities 2019: Q1 Form Clarity Task Force (Obj 1) Complete Infrastructure Migration (Obj 2) Membership Implementation Freeze (Obj 2) Plan SWANx19 Event (Obj 5) Article Search Usability Study (Obj 4) 2019: Q2 Offer Library Patrons Mobile Application through BLUEcloud Mobile (Obj 2) Conduct ILS Audit (Obj 1) Evaluate BLUEcloud Staff Interface (Obj 2) Perform an Assessment of BLUEcloud Acquisitions (Obj 2) Automated Delivery In-Transit Label (Obj 2) Pilot Online Membership Forums (Obj 5) Create a Curriculum of Training for Member Library Staff (Obj 1) Create More Online Documentation (Obj 1) Create New OCLC Holdings Update Process for SWAN (Obj 2) Evaluate Organization Legal Entity (Obj 3) 2019: Q3 Negotiate Extension of SirsiDynix Agreement (Obj 2) Create Net Promoter Score Survey (Obj 1) Study & Offer E-Content Consortia Purchases (Obj 2) 2019: Q4 Upgrade Enterprise 5.0.1 (Obj 4) Assess the Discovery Platform for SWAN & Provide Recommendation (Obj 4) Determine Community Driven Software Initiatives within FY21 Operations Budget (Obj 2) Clarify Role of SWAN Advisory & User Groups (Obj 5) Build “Your Library Statistics” Monthly Report (Obj 2) 2020: Q1 Replace SWAN Automated Voice Notification (Obj 2) Objectives Click to Develop a Shared and Accurate Diagnosis of Member Dissatisfaction Around the Existing ILS and OPAC Deliver on the Solutions that Can Be Readily Implemented, While Focusing on Long Term Solutions Reconstitute as a Mission Driven 501c3 with Clear Representative Governance Practices Increase Presence of the Patron Perspective Strengthen the Collective Identity Seek External Funding Options to Support the Research & Development Initiatives of SWAN

  13. SWAN Roadmap

  14. BLUEcloud Analytics Dossiers Dawne Tortorella

  15. Finding balance • Customized reports to assist libraries with specific questions (current approach) - approximately 400 reports • Statewide reporting (IPLAR & ILLINET Traffic Survey) • Analytical/snapshots for comparison across the consortium • Open templates Welcome Grant Halter!

  16. Cataloging Library Overview & Eisenhower Welcome Scott Brandwein

  17. Cataloging Library Overview • Welcome to Eisenhower! • Requirements • Point person to acts as lead • Existing cataloging training and experience • Commitment to cataloging in all formats and languages • Commitment to following established cataloging standards • Application Process • Form • Interview

  18. Cataloging Library Overview • Training and Quality Assurance • Self-paced review of SWAN standards and OCLC documentation • In-person procedural training and configuration • SWAN does not provide full cataloging training • Review process with Bibliographic Services Consultant • Inheritance • The point person is the certified entity responsible for all staff • If point person leaves the library, SWAN review determines continued membership • This process is under review • New training materials, application, and documentation later this year

  19. Book Clubs: a Holistic View Crystal Vela Scott Brandwein

  20. Book Clubs • Book Club/Discussion Card Standards  • https://support.swanlibraries.net/documentation/66652 • Development of bibliographic recommendations for book discussion kits

  21. Announcements Ted Bodewes, SWAN Board President

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