Title: SirsiDynix Updates
1SirsiDynix Updates
- Jim Wilson Vice President Senior Library
Advisor - Pam Arnold - Senior Library Relations Manager
- Stephanie Baker - Library Systems Engineer
2Horizon 7.4.1
- The release of Horizon 7.4.1 and HIP 3.09 and
4.13 provide some great enhancements for our
Horizon customers. - Horizon 7.4.1 is a consolidation of all the bug
fixes that were done on the 7.3.x and 7.4
versions of Horizon and is the recommended
upgrade path for customers on either Horizon
7.3.x or Horizon 7.4.x. - Release Notes containing detailed information
about corrections and updates included in Horizon
7.4.1 and HIP 3.09/4.13 are available on the
Client Care site. - We recommend that you review the release notes
for both Horizon 7.4 and 7.4.1 to become familiar
with all the enhancements and bug fixes as you
determine the
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63rd Party Products
7Overall 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)
8Horizon 7.4.1
- Release version supports both HIP 3.09 and HIP
4.13. - Allow 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
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11Location Table
- Horizon 7.4
- Overdue to Lost (days)
- Delete Filled Requests
- Keep Circ History
- History Duration (days)
- Max History Transaction
- Horizon 7.4.1
- Expiring Borrower CKO Loan Period
- Last Pre-overdue Date
- Alternate Borrower Searches
- Purchase Alert Ratio (WebReporter)
12Borrower record expiration date prompt
- A new configuration on the location table can now
control how the loan period should be handled
without prompting staff.
13New Waiver Receipts and In Hold Transit Slips
14Transit To and From
- Transit To and From Agency are now logged with
every checkin - The information is stored until the item reaches
its destination location
15Acquisitions Orders
- In the past doing a Send To from a BIB record
to a PO line added all ISBNs to the order line. - Now with the new One Tag Only setting it is
possible to only pull one tag from the Marc
Record
16Pre-overdue Notice
- Notice Type
- Choose a pre-overdue notice type
- Borrower Address record
- Choose which borrower and which address will
receive pre-overdue notices - Batch-update during upgrade
17More 7.4.1 Circulation Enhancements
- New Circ 29 priority and Request Queue Order
priority modes for the Pull List - Card Fees are now a standard part of the
Horizon client - Borrowers can be imported from an LDAP directory
via DayEnd - Items can age to lost based on a set Days
value, which is no longer dependent on the Notice
Cycle - Adding all ESIP elements to the ACS module.
- 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 - Automatic limit search results of borrowers to
groups of agencies - The Checkin Hold Fill Screen should display true
notice method. (e-mail or print). Not just
default to print
18Other 7.4.1 Enhancements
- The Horizon staff client can now run using most
Java Runtime Environments (JRE) - We recommend 1.4.2, however Java 5.0, 6.0 and
7.0 have been tested - Budget Hierarchy Report, Percent Available
displayed not a true percentage
19Horizon 7.4.1 Defects resolved
- Edifact files with a question mark (?) as the
last letter of the title can cause the Edifact
processing to crash. - 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. - 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
20Horizon 7.4.1 Defects resolved
- The ability to print_format_block 'text' field to
print for 'pickloc' field type - Pull list may fill wrong request if queue has
been reordered - Items are aged to lost prematurely if the final
notice was delivered by TeleCirc - Unable to do a damaged checkin on a transit
request without corruption of data - Applying an Horizon StaffPac Restriction may
cause a "Database error Incorrect syntax near
the keyword - My List is not being cleared with the user logs
out of HIP - Show authors in TOC for Syndetic
- Problems with displaying correct 'Suspend until'
dates when changing the status of a local hold
21Introducing 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
- Directors Station dashboard and decision
management system
22Web Reporter 1.5
- Required Horizon 7.4.1
- 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 - Over 180 modifications
- Medley Product works with Horizon and Symphony
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24Enhanced 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
25Enterprise Faceted Search System
- Medley Product 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
26SirsiDynix Enterprise
27Goals for Enterprise 3.0
- Integrate additional data sources
- Federated Search
- Library favorites
- Pluggable component approach (not
one-size-fits-all) - Best of breed Content Management option
- Guided Discovery option (simplified CM)
- Web 2.0 Community features
- RSS feeds
- Tagging
- User Reviews
- Ratings
- Third party interfaces
- Visual Search
28PocketCirc
- 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
29PocketCirc 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
30PocketCirc 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.
31PocketCirc Inventory
- Can be used offline or online
- Scan the barcodes
- Real time inventory in online mode
- Upload the files in offline mode
32NCIP 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
33Horizon HIP Next Releases
- HIP 3.10
- Delivers enhanced enriched content from Bowker
- Stops borrower requests on shelved items
- Based on IP of requester and on-shelf library
- Horizon 7.4.2
- 30 bug fixes (so far)
- PO loaded with ISBN on Bib imported from vendor
- Tight integration with Enterprise faceted
search software - GA Targeted for Sept. 2008
34Directors Station
- Medley Product works with Horizon and SD Symphony
- A true data-mart
- Stores statistics over time
- Comparisons to previous years, similar months
- Discover trends
- Justify budget increases
- Dashboard provides at a glance charts and graphs
35Sybase 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
362008 Deliverables for Horizon Libraries
- Web Reporter 1.5 April 2008
- Horizon 7.41/HIP 3.09 French-Canadian May 2008
- Enhanced NCIP Responder for Horizon May 2008
- New Enterprise faceted search for Horizon Q3
2008 - Enhanced Enriched Content Q3 2008 with HIP 3.10
- Horizon 7.4.2 and HIP 3.10 Q3 2008
- PocketCirc available Q4 2008 with 7.4.2
- Directors Station for Horizon Q4 2008 with
7.4.2 - Support for Sybase 15 MS SQL Server 2005
Early 2009
37Horizon and Pivot Product Release Estimates
38Requirements for Horizon 7.4.1
- Requires HIP 3.09 OR HIP 4.13
- Requires Sybase 12.5.x OR MS SQL Server 2000
- Web Reporter 1.5 for customers using Web Reporter
39Requirements for HIP 3.09 or HIP 4.13
- Requires Horizon 7.4.1
- Java Runtime Environment version 1.4.2.16,
including Java Web Start - Requires Horizon 7.4.1
- Java Runtime Environment version 1.5, including
Java Web Start
40Some key enhancements for HIP 3.09
- The ability to connect to Horizon 7.4.1
- o An upgrade to Firebird version 2.03. An install
is included for Windows (98 XP), - Linux, Solaris SPARC and Solaris X86 platforms.
- o An upgrade to Jetty. HIP 3.09 is being
delivered with Jetty 4.2.19. This upgrade - resolved many security issues that have been
reported with version 4.2.9.
41Some key enhancements for HIP 3.09 Cont.
- If you have 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 Syndetic
- 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
42- SirsiDynix would like our Horizon customers to
know that we are committed to supporting our
Horizon, Horizon Information Portal and Web
Reporter products well into the future. We will
continue to provide maintenance releases for
these products for the next 4-6 years.
43SirsiDynix Symphony 3.2 and 3.2.1 Major Updates
44Services to End Users
- Delivery Service (aka Books by Mail)
- Allows our libraries to serve their customers
where they are! Allows customers to allow staff
or end users to specify that they want items
delivered to them at home or office. Can be
controlled by many parameters such as library,
item type and patron type. Includes cost
recovery and/or make a profit options for sites
who need to charge to cover expenses or raise
money. (Appropriate for all types of libraries
requires use of Demand Management and SirsiDynix
Symphony 3.2 or higher. Not in Horizon 7.x or
8.x). - Bonus feature patron labels can be used to
print patron library cards - iBistro/iLink/Web2
- No extra charge
45Services to End Users
- Online User Registration
- Makes it easy to allow new customers to register
for services and start using the library
immediately. (Public Library oriented available
in HIP today) - SirsiDynix Symphony 3.2 support for iBistro/iLink
- Customers can design their own forms to capture
locally essential information - Records may be reviewed first typical scenario
if users auto-registered that they have low
privileges initially - Word list may be used to filter inappropriate
language - SirsiDynix will not supply a default word list ?
46Services to End Users
- Patron Credits
- Users can pre-pay fines and fees for library
services. Available in SirsiDynix Symphony 3.2
and higher (Public and Academic Libraries may be
appropriate for some consortia depending on how
they handle fees). Available in Dynix and Horizon
47Services to End Users
- Family/group/proxy circulation
- Associate groups of patrons with each other and
allow them to have access to each others holds,
fines, etc. Define access with granularity to
ensure appropriate privacy among group members.
Define dependencies for delinquency for
example, a parent might be delinquent due to a
dependent childs library fines or overdues.
This capability also provides the option of
grouping notices for the group. (All library
types) Available in Dynix Classic but not
Horizon 7.x. - Plenty of granularity in who can see what to
protect privacy - Just want to combine fines on checkin? Use
group checkin a GL 3.1 feature - Academic sites can use this to support proxy or
carrel charge -
48Services to End Users
- Consolidation of My Account features in
iLink/iBistro - End users may review their accounts and perform
renewals and/or update hold information without
moving to separate menu options. This feature
already exists in EPS and Web2 and HIP. (All
library types) - Probably most popular Unicorn Enhancement Forum
request
49Services to End Users
- Language Field in Patron Record
- A new field in the patron record may be used to
record patron preferred language. This field may
be used to produce notices in the patrons
preferred language and removes the current need
to establish language-specific patron profiles to
accomplish language-based notification. (All
library types) Available in Horizon
50Services to End Users
- Multiple, active patron IDs
- For consortial situations in which the patron
has a different ID at different institutions but
otherwise shares patron record. Any active ID
may be used to call up patron record. Patron may
also have multiple inactive IDs inactive IDs
will result in warning message. (Consortia)
Available in Dynix Classic planned for but not
completed in Horizon 8.
51Staff Efficiencies
- Ordered Holds Fill
- Completely control the order in which holds are
filled from individual libraries or groups of
libraries. Particularly appealing for consortia
or libraries whose service locations cover a wide
geographical range who want to keep down transit
costs while maximizing the rate at which holds
are filled. Requires use of Demand Management.
(All library types multi location libraries). - Also plan to offer option that will allow System
Range holds to be changed to group or library if
suitable copies exist and hold is placed from
OPAC - This update offers new features for all customer
types (Unicorn, Horizon, Dynix, etc.)
52Staff Efficiencies
- Updates to Bibload programs
- Utilities allowing load of bibliographic records
(including bibload, 9xx suite, SmartPort, etc)
have been updated to support multiple match
points on numeric fields, option to use CatKey
for explicit matching and ability to create
holdings information during a single load even if
holdings data is included in different MARC
fields in the records in a given record load.
Delete handling options and subject field
processing options also updated. (All Library
Types) - Does not provide all capabilities that exist in
Horizon or Dynix, but offers additional match
points that Horizon and Dynix sites will be
familiar with. Encourage customers to read
documentation on new delete options carefully.
Only use actual delete if you know exactly what
you are doing.
53Staff Efficiencies
- 9xx Selection/Order Suite
- Updated to accommodate selection or order load
files that include different accounts in the same
file. Improves efficiency by removing need for
multiple loads. (All library Types) - Addresses increasingly typical scenario in which
Vendors require different accounts for different
material types - Also accommodates library use of different
accounts for greater granularity in accounting
practices
54Staff efficiencies
- X.12 P.O. Call number updates
- Allows new option to define bibliographic call
number hierarchy in outgoing x.12 order. (All
library types) - Previous option could only send call number
record - Improves options for sites who have vendors
perform most processing prior to shipment
55Staff Efficiencies
- Additional scoping options on Acquisitions Fund
Use - SirsiDynix Symphony/Unicorn has long
accommodated security levels on funds that
control which operators could view, encumber or
authorize expenditures on funds. In SirsiDynix
Symphony 3.2, additional security is available so
that it is possible that given operators may be
privileged to perform some or all functions on
funds, but use of funds may be limited to
orders/invoices for individual libraries or
groups of libraries. In a centralized ordering
situation, this ensures that the correct funds
are used for ordering/invoicing of materials for
designated libraries. (Consortia or
multi-library settings using centralized
ordering) - This additional scoping not available in Horizon
8, Horizon 7.4, or Dynix
56Staff Efficiencies
- Option to limit authorization to Place Order
- A new property may be used to control the
ability to set the date ready on all order
types. (All library types)
57Staff Efficiencies
- Support for Taxes in Acquisitions Tax policies
may be established so that taxes may be
calculated automatically or manually entered and
charged to appropriate funds on invoicing. (All
library types) Available in Dynix Classic and
planned for Horizon 8
58Staff Efficiencies
- Most APIs/print routines updated to support XML
output and input (all library types)
59Staff Efficiencies
- Use of CONSER information to create Serial
Patterns Pattern suggestion capabilities have
been updated to allow use of CONSER data embedded
in bibliographic records to be used to create new
patterns. (All library types) - Not available in Dynix or Horizon
60Other SirsiDynix Symphony 3.2 Highlights
- Materials Booking in Java Client
- Material booking updates have yielded favorable
reviews from Horizon and Dynix sites who have
reviewed the software. - Load options and additional holdings extract
options in Serials
61SirsiDynix StaffWeb of K-12
- Web-based staff client that offers most commonly
used Circulation and Cataloging functions - Geared toward K-12 libraries
- Since access is browser-based, ease of
adminstration is unprecedented
62Whats Next?
- SirsiDynix Symphony 3.2.1 includes several
features of interest to Horizon and Dynix Sites - 3.2.1 release planned for Spring, 2008
- Web Reporter will be supported against SirsiDynix
3.2.1 after initial release - Move on for other 3.2.1 features
63Key 3.2.1 Features
- eCommerce links to Envisionware from iBistro,
including pass through authentication (does not
exist in HIP todaybased 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
(Horizon customers received similar updates in
2007) - Improvements to Acquisitions workflows (feedback
from large Dynix sites)
64Key 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 some similarity to updates made in
7.4.1) - Updates to policy hours support in iBistro
promotes a closed stacks delivery that can be
ordered via Consulting Services (Some Dynix and
Horizon sites)
65Key 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.
66Key 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
67Other 2008 Items
- Optional faceted search interface beta planned
for Summer, 2008 - Supported for HIP 3.0X, iBistro/iLink, Web2
- Initial version will be hosted
- Plan to deliver initial version in English,
French, Spanish and German
68Basics of the SirsiDynix Symphony 3.3 Roadmap
- Key items
- Support for VIP in Acquisitions
- Greatly expanded UNIMARC support
- Expand optional StaffWeb web-based staff client
to support non-K12 sites - 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
69Basics of the SirsiDynix Symphony 3.3 Roadmap
- Key items
- Staff efficiencies/Services for end users
- Support rental fees
- Basic SmartCard implementation based on UK
standards - End users
- Expand support for Enriched Content to
accommodate new content from Bowker and possibly
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
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