2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
At Your Service
Carol Forlonge & Mala Singapuri
SirsiDynix
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SIRSIDYNIX SERVICES
• Variety of services to address the needs of l...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
DATA SERVICES
Section 1
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
DATA SERVICES
Bibliographic Enhancement – What is it?
The enhanceme...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BIBLIOGRAPHIC ANALYSIS
• Provides a profile of the records in the d...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BIBLIOGRAPHIC ANALYSIS
• Up to 17 standard reports are provided to ...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BIBLIOGRAPHIC CLEAN-UP
• Fields and text in the bibliographic recor...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BIBLIOGRAPHIC CLEAN-UP
EXAMPLES
• Generate missing data
– Creating ...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BIBLIOGRAPHIC UPGRADE
• Upgrade MARC records using Library of Congr...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
DE-DUPLICATION SERVICES
• Processes a copy of the Library’s bibliog...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
DE-DUPLICATION SERVICES
• Superior numeric and textual matching alg...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
AUTHORITY PROCESSING
• Matches headings in your bibliographic recor...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
AUTHORITY PROCESSING
• Cleans up the heading fields in bibliographi...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Flow Of Events
Week 0 Receipt of purchase order
Week 0 Authority co...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SAMPLE ISSUES
• Add genre authority format
• Add genre (655 field) ...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CONSULTING SERVICES
Section 2
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CONSULTING SERVICES
• Consulting Services are the cornerstone of Si...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SURESTART
• Layer of consulting support designed to smooth the tran...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
GO-LIVE CONSULTING VISIT
• Our SureStart Consultant arrives onsite ...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SURESAILING
• SureSailing is a service for all libraries. SureSaili...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CONSULTING REVIEW
Configuration Options:
• Update configuration to ...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
PLATINUM SERVICES
THE NEXT LEVEL OF SERVICE FOR SIRSIDYNIX SYMPHONY...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
PLATINUM SERVICES OVERVIEW
• Two levels of Platinum Services:
– Pla...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
TRAINING
• Get the most out of your ILS systems by having your team...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BEST PRACTICES & CONSULTING
SERVICES
Standard Platinum Platinum
Pre...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CUSTOMER SUPPORT
Standard Platinum Platinum
Premier
Standard techni...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
API
Standard Platinum Platinum
Premier
Access to all SirsiDynix API...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
DATABASE ENHANCEMENT
SERVICES
Standard Platinum Platinum
Premier
MA...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
OPTIONAL USER CONFERENCE
TRAVELStandard Platinum Platinum
Premier
U...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
PLATINUM BENEFITS FOR OUR
LIBRARIES
• Improved productivity and cus...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CUSTOMER PRICING
Onsite SaaS
New &
Existing
20% of recurring fees 1...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
THE FINE PRINT
• Platinum Services benefits are available only duri...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CUSTOMER WELCOME PACKAGE
• Welcome Package:
– To maintain the high-...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Upcoming SlideShare
Loading in...5
×

Forlonge services

411

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
411
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
1
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • Enhanced the selection criteria to target areas of concern in your database such as (Non-fiction without subject published before 1990)
  • Forlonge services

    1. 1. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST At Your Service Carol Forlonge & Mala Singapuri SirsiDynix
    2. 2. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SIRSIDYNIX SERVICES • Variety of services to address the needs of libraries • Include: – Data Services • Bibliographic Enhancement – Analysis, Clean-Up, Upgrade, De- duplication Services • Authority Cleanup and On-going Processing – Consulting Services – SureStart, SureSailing – Platinum and Premier Platinum Services
    3. 3. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST DATA SERVICES Section 1
    4. 4. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST DATA SERVICES Bibliographic Enhancement – What is it? The enhancement of a Library’s bibliographic records though Analysis, Clean-up, Upgrade and De-Duplication. The purpose: To enhance the records in a Library’s holdings allowing for accurate, corrected and updated information for each MARC record, enabling the Library to operate more effectively and efficiently.
    5. 5. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST BIBLIOGRAPHIC ANALYSIS • Provides a profile of the records in the database – description as well as some indicators for their quality • Generally the first step, i.e. first look at the data – allows Library to see if other projects (de-duplication, authority processing or clean-up) are required • Automated overnight analysis – no downtime for the Library • Only data extracted is MARC bibliographic, authority and community information. No patron, circulation or acquisition data is extracted.
    6. 6. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST BIBLIOGRAPHIC ANALYSIS • Up to 17 standard reports are provided to the Library – Provides insight into the contents of the Library – GMD usage – Subject thesauri used – Name headings missing death dates – Database Duplication rate – Cataloging errors such as two 245 fields – Obsolete MARC fields/values used
    7. 7. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST BIBLIOGRAPHIC CLEAN-UP • Fields and text in the bibliographic records upgraded and loaded back into the ILS • Updates based on information already in the record • Corrects common mistakes – Based on 30 years of experience with libraries • Implements AACR2 and MARC21 changes • Enhances value of local records—those which wouldn’t exist in other databases • Available separately or combined with authority processing
    8. 8. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST BIBLIOGRAPHIC CLEAN-UP EXAMPLES • Generate missing data – Creating an 008 tag using data from other tags of the MARC21 record • Correct data structures – Inserting missing subfield codes into the 020 ISBN field • Update structure – Changing field 305 to 300 • Correct invalid data – Example: “Untied” States to “United” States • Re-format – Normalize and properly format GMD – Remove dashes from ISBN
    9. 9. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST BIBLIOGRAPHIC UPGRADE • Upgrade MARC records using Library of Congress or other MARC records • For example: – Brief retro-conversion records – Brief order records • Workflow: – SirsiDynix extracts customer data – Customer data is batch matched against target database(s) using customized match profile – Customer data is overlaid with target data, retaining any customer- defined local fields and all linked transactions (circs, orders, etc) – Enhanced data is re-loaded to Symphony or Horizon • Customize load procedures eliminate or drastically reduce cataloging down time
    10. 10. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST DE-DUPLICATION SERVICES • Processes a copy of the Library’s bibliographic database to identify, merge, and remove duplicate records • Process identifies pairs of duplicate records based on a match of selected keys, e.g. ISBN, OCLC number, author/title • When duplicates are matched Library decides on the ‘master’ record & which record is merged and deleted • Working with the Library – further analysis of the records will be made before the SirsiDynix MARC specialist begins the final move of items from duplicate records to ‘master’ and merge of unique bib fields such as call number/subject headings and delete the duplicate record.
    11. 11. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST DE-DUPLICATION SERVICES • Superior numeric and textual matching algorithm • Automated transfer of items • No impact on circulation functions • Improved matching for add-on collections • Improved selection of master bibliographic record • Allows for multiple levels of matching – Standard – Relaxed – Numeric only
    12. 12. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST AUTHORITY PROCESSING • Matches headings in your bibliographic records with thesauri such as the LC Name, LCSH, MeSH, or GSAFD • Updates the headings in your bibliographic records • Provides full authority records with – Cross references – Scope notes • Enhances bibliographic content and structure • Helps patrons locate “library’s” resources
    13. 13. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST AUTHORITY PROCESSING • Cleans up the heading fields in bibliographic records • Provides current authority records • Expands abbreviations • Corrects subfield errors • Corrects explicit dash-dash • Deletes non-filing articles • Subfield-v heading flips • Bibliographic Cleanup Service is included
    14. 14. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST Flow Of Events Week 0 Receipt of purchase order Week 0 Authority control processing questionnaire delivered Week 1 Conference call to answer any question regarding questionnaire, process or options Week 3 Data extraction from library ILS (*Limited cataloging begins: two weeks) Week 3 Authority processing begins Week 5 Updated bibliographic and authority record reload (~1 day) (*Limited cataloging ends) Week 5 Update browse, keyword and thesaurus indexes (scheduled during closed hours, weekend or evenings) *Schedule based on 400,000 titles
    15. 15. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SAMPLE ISSUES • Add genre authority format • Add genre (655 field) to cataloging formats • Add subfield ‘v’ to all cataloging format policies • Analyze custom formats • Suspend title control key changes • Update cascading subfields list (*automated) – At one site this step alone authorized an additional 60,699 headings • Analyze/resolve duplicate title control keys (*automated)
    16. 16. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CONSULTING SERVICES Section 2
    17. 17. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CONSULTING SERVICES • Consulting Services are the cornerstone of SirsiDynix’s work with libraries • Covers a wide range of services including: – SureStart – SureSailing – Go-Live Consulting Visit – Enterprise/e-Library customization – API Training – Web Services
    18. 18. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SURESTART • Layer of consulting support designed to smooth the transition for libraries during their first year on a new ILS. • Resource for the entire staff, not just system administrators. • Addresses issues outside the scope of education services training. • Topics include: – customizing workstation properties to streamline staff workflow – refining configuration policies – selecting, configuring and scheduling reports that track productivity, communicate with patrons and maintain efficiency of procedures – configuring the public interface – consulting with staff members who are working with specific modules – developing strategies for maintaining systems and databases – investigating and reporting techniques to help libraries communicate most effectively with their staff and SirsiDynix – planning for the upgrade process
    19. 19. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST GO-LIVE CONSULTING VISIT • Our SureStart Consultant arrives onsite for the Go-Live date to answer questions from library staff, assist the system administrator and perform any necessary review sessions to make sure the staff is prepared to handle the day-to-day tasks using the new ILS. • This visit is a less structured than the formal training sessions that have already taken place allowing questions to be addressed as they arise.
    20. 20. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SURESAILING • SureSailing is a service for all libraries. SureSailing offers the same level of comfort and support new clients receive during their first year with SureStart. • SureSailing is also a series of scheduled telephone conversations with a senior consultant – available in packages of 4, 6 or 12 calls per year. • Topics can include: – general concerns any of the departments are having with software – discussion on anything that would make their jobs easier from reports to configuration options to global data edits – review patron comments about using the OPAC and discuss customization options to serve them better – review plans for testing and installing Unicorn upgrades – implementing new features or modules
    21. 21. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CONSULTING REVIEW Configuration Options: • Update configuration to incorporate new user functionality or changes in library policies & collections. • Policy Review: Streamlining policies for easier administration • Data Review: Analysis of current data & formats and plans for change • Report Review: Analysis and update of report setup • User Interface Review: Review options to enhance user experiences
    22. 22. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST PLATINUM SERVICES THE NEXT LEVEL OF SERVICE FOR SIRSIDYNIX SYMPHONY Section 3
    23. 23. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST PLATINUM SERVICES OVERVIEW • Two levels of Platinum Services: – Platinum • Available to all customers – Platinum Premier • Available to onsite customers with a minimum of $40K total recurring revenue or and SaaS customers with a minimum of $80K total recurring revenue
    24. 24. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST TRAINING • Get the most out of your ILS systems by having your team fully trained on core functionality or latest features and enhancements. • Train new hires and employees moving into new roles at any time, all with the peace of mind that there's no extra cost. Standard Platinum Platinum Premier Unlimited eLearning training for a specific number of users $ 10 30 Access to electronic training documentation for customization   Three hands-on lab training courses (1 attendee/course) $   20% discount on onsite, custom, or hands-on lab training  
    25. 25. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST BEST PRACTICES & CONSULTING SERVICES Standard Platinum Platinum Premier Dedicated Library Relations Manager    Annual review and account planning with your Library Relations Manager  Custom consulting hours for custom report, global database changes, data transfers, portal customization or integration with other software products $ 6 hrs/yr 20 hrs/yr Sure Sailing - Regularly scheduled two hour calls with a senior consultant to review best practices, report setup and configuration, system administration, planning for upgrades and enhancements as well as general questions. $ Quarterly Monthly 20% discount on additional consulting hours (bundle of 10 hours) $ $
    26. 26. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CUSTOMER SUPPORT Standard Platinum Platinum Premier Standard technical support 8-5 M-F 24/5 24/5 Technical support: critical level 1 issues 24/7 24/7 24/7 Weekend and evening upgrade support (schedule at least two weeks in advance)   Priority call handling and resolution with a dedicated Platinum Services toll-free number   Client Care Portal and Knowledge Base access    Number of authorized contacts that can call or open cases with Client Care 4 5 5
    27. 27. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST API Standard Platinum Platinum Premier Access to all SirsiDynix APIs and training, including new releases and upgrades, as well as API support and training during your maintenance term $ $ 
    28. 28. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST DATABASE ENHANCEMENT SERVICES Standard Platinum Platinum Premier MARC records update with full SmartSOURCE service $ $  Authority update service (quarterly updates - must have authority processing done within past 18 months) $ $  Authority cleanup processing 10% discount $  
    29. 29. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST OPTIONAL USER CONFERENCE TRAVELStandard Platinum Platinum Premier User conference registration fees   Hotel   Travel (airfare, rail, car rental, taxi, airport parking…)   Meals and incidentals   Platinum Services customers have the option to include user conference travel expenses in their maintenance We will include an extra per-person deposit to the annual maintenance: AUD3.5k Attendees submit actual expenses to SirsiDynix We reimburse the individual for up to 100% of the actual costs incurred Unused contributions expire at the end of the maintenance term
    30. 30. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST PLATINUM BENEFITS FOR OUR LIBRARIES • Improved productivity and customer experience – Expanded access to services, best practices, and ongoing training allows the library to be more efficient and productive while delivering a better experience to your customers. • Access to exclusive, Platinum Services only benefits – Examples include weekend and evening upgrade support, access to electronic training documentation, global 24*5 support and a dedicated priority support line • Easier to get the services you need – Bundled packaging provides an array of benefits they may otherwise get – Customers simply sign the quote to purchase Platinum Services • No legal contract is required • Lower the library’s costs for additional services – Easy-to-understand pricing and Platinum Services discounts lower the library’s overall costs • Option to include user group memberships and conference costs in maintenance
    31. 31. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CUSTOMER PRICING Onsite SaaS New & Existing 20% of recurring fees 10% of recurring fees The Platinum Services price applies to all annual fees Including maintenance, SaaS fees, third party subscriptions, hardware maintenance, etc. Minimum price of $2,500 a year.
    32. 32. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST THE FINE PRINT • Platinum Services benefits are available only during the term – Unused benefits do not carry over to subsequent years • Customers can sign up at any time – Annual fees can be prorated • Value Bundles – Platinum Services will have the same annual maintenance cap that is in a customer’s existing Value Bundle agreement – Value Bundle customers will be allowed to drop the Platinum Services on the first anniversary • First year “trial period” to experience the value before committing to a long-term contract • Advanced notice required if the customer decides not to renew
    33. 33. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CUSTOMER WELCOME PACKAGE • Welcome Package: – To maintain the high-end feel and brand to Platinum Services, each customer will receive a customized welcome package when they join the program – Welcome package includes a custom packaged iPod Touch with a pre- loaded welcome message recording from Matt Hawkins
    34. 34. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
    1. A particular slide catching your eye?

      Clipping is a handy way to collect important slides you want to go back to later.

    ×