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GIL User Group Meeting 2003

GIL User Group Meeting 2003. Keeley Sorokti, Customer Support Manager Linda Voyles, Customer Relations Manager Jean Bryan , Southeast Account Manager May 21, 2003. Today. What’s new at Endeavor Voyager 2001.2 ENCompass 3.0 LinkFinder Plus 3.1 Future releases

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GIL User Group Meeting 2003

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  1. GIL User Group Meeting 2003 Keeley Sorokti, Customer Support Manager Linda Voyles, Customer Relations Manager Jean Bryan, Southeast Account Manager May 21, 2003

  2. Today • What’s new at Endeavor • Voyager 2001.2 • ENCompass 3.0 • LinkFinderPlus 3.1 • Future releases • Voyager Unicode - ENCompass 3.5 • Voyager 5.0

  3. Thank You for Being our Customers! • 1159 Total Libraries - up 21% • 11% in Implementation • 89% in Support - up 28% • 84 ENCompass Libraries – up 365% • 107 LinkFinderPlus Libraries – up 465% • 10 National Libraries • Library of Congress, National Agriculture Library, National Library of Medicine, State Library of Queensland, State Library of Victoria, National Libraries of: Australia, Finland, New Zealand, Scotland, Sweden • 204 Libraries outside North America • 16 Statewide / Countrywide Projects • Georgia, New Zealand CONZULsys, Finnish Polytechnics, Puerto Rico, Trinidad & Tobago, CSIRO, Hawaii, Illinois, Washington/Idaho Network, Pennsylvania, Wisconsin, Kentucky, Washington Comm. Colleges, Oklahoma, Finland, South Australia

  4. Endeavor Management Team

  5. Roland Dietz, President &CEO

  6. Announcing a New Location 2.2 miles from current office Endeavor Information Systems, Inc.1350 E. Touhy AvenueSuite 200 EastDes Plaines, IL 60018 Toll free: (800) 762-6300Local: (847) 296-2200

  7. Customer Service • Don Muccino • Previously COO of OCLC • At OCLC for 27 years • Rounds at Executive Management Team • Deep library experience • Strong customer service orientation • Experienced in mergers & acquisitions • International experience • Retains existing strong Endeavor Customer service management team • Keeley Sorokti - Karen Gegner • Linda Voyles - Jorge Fernandez • Scott Hayes - Russ Thompson • Mary Moules

  8. More Communication More FAQs, Upgrade preparation documents Bug fix lists SupportWeb content Targeted e-mails Better Quality & Communication • Better Q/A and Testing Processes • More customers in Support, fewer incidents opened • 28% increase in # of customers in support • 461 fewer incidents opened this year as compared to last year

  9. Customer Support Update • New Tool: WebEx • We can see your PC and you can see our PC. • More efficient troubleshooting. • 2002 Focus: Initial Diagnostics • We want to understand the problem before giving you a solution. • Increased our compliance with the Response Level guidelines by 30% in this area.

  10. Learn More About Support • Customer Support Overview today • Time: 1:15 – 2:00 pm • Room: K-109 • Presenter: Keeley Sorokti

  11. Product Management • VP, Marketing • Newly created position • New emphasis on product strategy and product enhancements • Product Manager, Voyager • Shelley Hostetler • Over three years Voyager experience in Customer Support Organization • Expert in customer workflows • Working to define our next releases of Voyager

  12. Announcing Voyager 5.0 • The “Release after UnicodeTM” • Created initial plan • Circ and Acq Task Forces • Enhancement Sub-Committees • Other vital input • See details… • EndUser Session #34 on SupportWeb • Voyager Enhancement Process Update

  13. Patron Purge New Serials Prediction Engine WebVoyáge holding/serial issues presentation Preview of Voyager 5.0

  14. Since Last User Group Meeting • Busy Development Year • 2 Voyager Releases • 1 ENCompass Release • 2 LinkFinderPlus Releases • ILL Release

  15. Voyager 2001.2Now in General Release • 40+ Solaris customers have already upgraded "I love the fact that circulation intervals have moved from the policy level to the matrix level...it's been a godsend…” “I know our circ staff really likes the new email shortcuts that allow them to send email to patrons easily…” • Important features • New SysAdmin module • New Circulation features • Circulation Task Force cheered when they saw this • New Course Reserve module

  16. Voyager 2001.2Now in General Release • Thanks to our 2001.2 Beta & Early Release partners for all of their hard work Library of Congress Cornell College (Beta) Auburn University (Beta) Auburn U. – Montgomery (Beta) Texas Woman’s University University of Edinburgh Tarrant County College Cambridge University Hamilton College Red River College Colorado School of Mines • AIX and Windows are now in Beta • Beta started in early May, 2003 • General Release this summer

  17. What’s New in Voyager 2001.2? Lots of information on SupportWeb • “The Road to 2001.2” • Release Notes • 2001.2 Release Overview • Bug Fixes • http://support.endinfosys.com/cust/voy/upgrade/2001.2/ • EndUser Product Learning Session • PowerPoint Presentation • 2001.2 Check List • http://support.endinfosys.com/cust/community/vgroup/vugm03/eisi042403.html#eisi022403

  18. About Voyager 2001.2 • Circulation and System Administration – even more flexible administration • Increased productivity in Technical Services staff modules • Advancements in Security • More enhancements to WebVoyáge

  19. New System Administration System Administration has been re-written and you have a LOT of decisions to make about these new features! The good news is that release 2001.2 does not change your current policies. It allows you the flexibility to make changes once those decisions have been made.

  20. Learn more about 2001.2 • Voyager 2001.2 Overview today • Time: 2:30-4:00 pm • Room: K-109 • Presenter: Keeley Sorokti

  21. Announcing Monthly Voyager Patches • Starting with Voyager 2001.2, we plan to release monthly patches • Better quality assurance / testing • More predictable • Makes planning easier for you • Fewer client deployments in the library

  22. The Digital Library • The winds of change are blowing • The question is no longer If? • The questions is now When? • Customers on the rise • 84 ENCompass libraries • up 365% • 107 LinkFinderPlus libraries • up 465%

  23. Loyola/Notre Dame Library Interface Design and Resource Access Session #32 National Library of New Zealand ENCompass Delivers Digital Resources to New Zealand Schools Session #38 University of Kansas Getting the Horse to Water - Resource Discovery though ENCompass' Federated Search Session #46 University of Richmond Fast Track Implementation of LinkFinderPlus: Lessons Learned Session #57 Interesting Customer Developments Download presentations from SupportWeb

  24. Digital Developments in 2002 • ENCompass 3.0 • New interface • More intuitive • Easier to use • Patron personalization • Saved searches • Saved collections • Email alerts • LinkFinderPlus 3.0 & 3.1 • Interoperability with CrossRef • Batch Activation of Knowledgebase • Aggregator Support • Much More!

  25. ENCompass 3.0 in GR • Personalization Options in Public Interface • Search History Retained • Improved Navigation in the Public Interface • Saving Records in for Session • Additional Support for the OpenURL • Additional Information in Result Set Display • Object Types for Externally Stored Objects • Additional XML Gateways • Public APIs • OAI (Phase 1): Metadata exposure

  26. Announcing ENCompass 3.5 • Quick Preview • FAST Search Engine • Courseware Integration • Result set display improvements • Link to specific record in WebVoyáge • ENCompass EndUser Session • Sara Randall, Endeavor • Session #70 (on SupportWeb)

  27. What’s Coming in ENCompass 3.5 • FAST Search & TransferTM • Company focused only on search technology • State-of-the-Art Search Engine • Licensed by Elsevier • Engineering Village & Scirus • Showcased on www.alltheweb.com • Benefits • Sub-second response times with large databases • Sophisticated Boolean searching • Strong relevancy ranking • Scales for full text • Additional features

  28. What’s Coming in ENCompass 3.5 • Courseware Integration • Courseware of increasing importance on campuses • Student’s view of resources shaped by courseware and campus portals • Integrate traditional forms of research with new teaching methods • Tools for Instructors • Ability to locate relevant library content within courseware context • Licensed content, faculty learning objects, electronic reserves, local digital content, build links into course documents

  29. LinkFinder Plus 3.0 in GR • Ability to batch activate and maintain titles/providers (e.g. from Serials Solutions, TDNet data) • Web page rendered in XML/XSL • Additional titles/providers for knowledge base • Add your own sites • Metadata submission form

  30. Learn More About Digital Products • ENCompass Update • Time: 2:30 – 4:00 pm • Room: K-103 • Presenter: Jean Bryan

  31. What’s Next? • Voyager with UnicodeTM • Voyager 5.0 • ???

  32. Voyager with UnicodeTM • What is Unicode? • Unicode provides a unique number for every character • No matter what the platform • No matter what the program • No matter what the language • What can Unicode do for libraries, librarians, and library users? • Display all scripts and characters • Record data in all languages • Exchange bibliographic data • Search in all languages …

  33. Voyager with UnicodeTM • Endeavor worked closely with the Unicode task force to insure… • Implementation reflects appropriate standards • Correct Unicode values are used • Unicode characters match the MARC 21 repertoire • Worked with the Library of Congress to test data conversion • First converted database delivered Jan. 15, 2003 • Out of 31.7 million converted MARC records (.5 million bib records with 880 fields), only 2100 errors • Less than 1% increase in disk space • Beta testing • Ready to start June, 2003

  34. Voyager 5.0 Planning to bring you more . . . • Circulation Task Force • Acquisitions Task Force • Enhancement Requests Spring 2004

  35. Voyager 5.0 Highlights • Additional controls for local circulation policy decisions • Hold shelf life • Maximum items borrowed • Increased productivity in Acquisitions workflows • New Serials prediction capabilities • Quick line items for invoices •  Flexibility in Bulk Import • Replace/No add profile • Improved handling of suppression

  36. Voyager 5.0 Highlights • WebVoyáge Holdings presentation • Displaying and ordering of component name(s) • Improving serial holdings displays • In Transit workflow • Displaying additional information in Circulation • Protecting patron privacy • Batch job for deleting history • Security for access to retained patron history • Patron Purge! • Media Bookings in WebVoyáge

  37. Still Exploring for Voyager 5.0 • Bath Profile for z39.50 • Offline Circulation • Sysadmin Access

  38. Are We Doing What YouWant Us to Do? • 2001.2, UnicodeTM, and Voyager 5.0 • Address over 25 issues from the Task Forces and 2002 problem statements

  39. Thanks for being our customers!

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