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Planning for Symphony.ppt

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  • 1. 30 April, 2008 OHDUG Meeting Planning for Symphony
  • 2. Planning Session – Topics for Discussion
    • SirsiDynix product update
    • Migration path for SirsiDynix customers
    • Ongoing support for Horizon 7.x
    • Migration packages for Horizon customers
    • Addon and Third Party products for Horizon & Symphony
    • Other considerations on the upgrade process
    • Alternative strategies for your upgrade
    • Additional sources of information on SirsiDynix Symphony
  • 3. SirsiDynix Product Update
  • 4.  
  • 5. SirsiDynix Symphony
    • New release of software that blends best of Unicorn, Horizon/Corinthian, and other solutions
    • Development project announced in March 2007
    • Unicorn GL3.1 is the base for Symphony
      • Stability, scalability, and full features immediately available
    • All R&D resources focused on a single platform
    • Beta testing announced in August 2007
    • Approximately 20 customer sites tested Symphony 3.2
    • General release announced in December 2007
    • Software is available from SirsiDynix Customer website
  • 6. Symphony Overview
    • Java Staff Client
    • Full range of staff modules
    • Oracle RDBMS
    • Unicode
    • Enterprise Portal with integrated OPAC
    • Rooms
    • SchoolRooms
    • Director’s Station
    • API support
  • 7. SirsiDynix Symphony 3.2 Highlights
    • Web Reporter
    • Web Staff Client for Schools (option)
    • Books by mail in CIRC
    • Family Links features in CIRC
    • Patron credits feature in CIRC
    • Updates to Floating Collections
    • Improved bibliographic load process
    • Tax handling improvements in ACQ
    • Ordered hold fills feature
  • 8. Migration Path for SirsiDynix Customers
  • 9. Upgrade Paths for SirsiDynix Customers Symphony 3.2 Dynix Classic Horizon 7.3/7.4 Unicorn Unicorn GL3.1
  • 10. Ongoing Support for Horizon 7.x
  • 11. How long will Horizon 7.x be supported?
    • No plans to drop support
    • Expect to support Horizon 7.x for 4-6 years
    • Not pushing customers to move to SirsiDynix Symphony
    • New releases already in process for 7.x
    • Customers can plan the move to SirsiDynix Symphony at their own pace
  • 12. How long will Horizon 7.x be supported?
    • Horizon 7.4.1 & HIP 3.09
    • Released in December 2007
    • Maintenance release for Horizon 7.3/7.4 customers
    • Includes many fixes previously provided to individual sites
    • Includes and requires HIP 3.0.9 or HIP 4.1.3
    • Support for Microsoft Vista
    • Support for Web Reporter 1.5
    • French Canadian version of 7.4.1 & HIP 3.09 – now in beta
  • 13. How long will Horizon 7.x be supported?
    • Horizon 7.4.2 & HIP 3.10
    • GA planned release for Q4 2008
    • Delivers support for “pivot” products such as PocketCirc and Faceted Search
    • Horizon support for NCIP responder
    • Enhanced enriched content for HIP 3.10
    • Faceted Search product integration work
  • 14. How long will Horizon 7.x be supported?
    • Horizon 7.4.3
    • GA planned release for Q1 2009
    • Support Sybase 15 and SQL Server 2005
  • 15. Migration Packages for Horizon Customers
  • 16. SirsiDynix Symphony Upgrade Packages
    • New upgrade packages announced at CODI for Horizon customers
    • Each package includes equivalent core software licenses, database license and services
    • Objective is to make the upgrade path from Horizon to SirsiDynix Symphony easy and affordable
    • Three packages are available to Horizon customers:
      • Harmony Upgrade (base package)
      • Crescendo Upgrade
      • Virtuoso Upgrade
  • 17. SirsiDynix Symphony Upgrade Packages
    • Equivalent core SirsiDynix Symphony licenses are free
    • Oracle license is free
    • Harmony base package is free if:
      • No RFP process
      • Extend current maintenance contract by 3 years
    • Crescendo and Virtuoso packages have a price but discounts apply if:
      • No RFP process: 20%
      • No RFP process and extend maintenance contract by 3 years: 40%
    • Packages exclude services required to move and implement Addon and Third Party products
  • 18. Harmony Base Upgrade Package
    • Equivalent software licenses in SirsiDynix Symphony
      • Core software modules
      • Staff user licenses
    • Embedded Oracle license
    • Base package of core services:
      • Project Management
      • Group-based web services (policy, training, data preparation)
      • Installation and configuration
      • Production data load
      • ASP training environment
    • Cost: FREE
  • 19. Crescendo Upgrade Package
    • All items in Harmony base upgrade package plus
    • One-on-one policy consultation (17 hours)
    • Test load of data
    • Data clean up consulting (10 additional hours)
    • Training server with standard training data (limited time and users)
    • 3 day Administration and 2 days EPS Rooms/ Builder Custom Training courses
    • Onsite go-live visit (travel expenses included)
    • Cost: $24,970 (after discount applied)
  • 20. Virtuoso Upgrade Package
    • Crescendo package plus
    • Additional data customization (authority processing and LC MARC standardization)
    • 2 PocketCirc licenses with handheld equipment
    • Acquisitions Workflow Analysis and Consultancy (3 days, 2 days onsite) or 3 days onsite train-the-trainer course
    • A SureStart six-months package (4 weekly calls, 5 monthly) for a total period of six months
    • Cost: $43,970 (after discount applied)
  • 21. Other Service Options
    • Specialized staff training
      • On-site
      • Customized
      • Private online training
    • Detailed network analysis
    • Onsite Acquisitions Workflow Consultation
      • 2 days onsite consultation analyzing the processes/needs of the library
      • create an outline of the profiling needed to support your library's workflow and reporting needs
    • Horizon 7.x to Symphony, Go-Live Visit (2 day)
      • SirsiDynix Consultant onsite at your library during Go-Live week
    • Sure Start
        • Package of consultation including weekly/monthly calls
  • 22. Addon and Third Party products for Horizon 7.x and SirsiDynix Symphony
  • 23. Addon/Third Party Products PORTAL TeleCirc II Web Reporter Enriched Content Debt Collect PC Reliance RPA Horizon 7.x TM III PORTAL TM III Web Reporter Enriched Content Debt Collection Agency Interface Offline Circulation/Pocket Circ RPA Symphony 3.2 TM III
  • 24. Addon/Third Party Products PORTAL RFID Solutions EnvisionWare PC Booking EnvisionWare Print Management SIP Protocol OverDrive eBooks/Audio Books EnvisionWare eCommerce Horizon 7.x Self Check Solutions PORTAL RFID Solutions EnvisionWare PC Booking EnvisionWare Print Management SIP Protocol OverDrive eBooks/Audio Books EnvisionWare eCommerce Symphony 3.2 Self Check Solutions
  • 25. Addon/Third Party Products Serials Solutions 360 Linker Serials Solutions 360 Search Horizon 7.x PORTAL Director Station Collection Exchange Materials Booking Serials Solutions 360 Linker Serials Solutions 360 Search Symphony 3.2 Enterprise 1.0 API Enterprise 1.0
  • 26. Other Considerations in the Upgrade Process
  • 27. Symphony Servers
    • Production Server
      • Platforms supported: Dell Windows, Dell Linux, Sun, HP, IBM
    • PAC/Enterprise Portal Server
      • Platforms supported: Dell Windows, Dell Linux, Sun
    • 32-bit and 64-bit supported
    • Pre-configured Production and PAC/EPS servers
      • Level 1 (0 - 50 Staff users, 500K titles)
      • Level 2 (51 - 100 Staff users, 500K titles)
      • Level 3 (51 - 100 Staff users, 750K titles)
      • Level 4 (101 - 300 Staff users, 1M titles)
      • Level 5 (301 - 400 Staff users, 1M titles)
      • Level 6 (401 - 800 Staff users, 2M titles)
    • Custom server configurations as required
  • 28. Workstation Requirements
    • Client workstation recommended minimums
      • Windows 2000, XP, or Mac OS X (10.4 or higher on Intel or PowerPC)
      • Minimum CPU speed: 700 MHz
      • Recommended CPU speed: 1 GHz
      • Minimum memory: 512 MB
      • Recommended memory: 1 GB
      • Screen resolution: 1024 x 768 or better
  • 29. Database Requirements
    • Oracle RDBMS
    • Oracle 9i and 10g supported
    • Embedded licensing provided by SirsiDynix
    • Library can optionally purchase full Oracle license
    • Embedded Oracle versus full Oracle license
      • Embedded license is restricted to Symphony application only
      • Read access to the database using third party tools
      • Interfaces and enhancements achieved through API’s
  • 30. Alternative Strategies for your Upgrade
  • 31. Symphony Overview: SaaS
    • Software as a Service can provide better cost savings than locally hosted solution
    • Allows staff to spend time in more valuable areas of service
    • Takes the guess work out of budgeting for future hardware purchases
    • Fast and scalable
    • Simplifies planning for growth
  • 32. SaaS – What does this mean to you?
    • Software on demand
    • No capital expenditures
    • On demand system capacity
    • 24x7 support coverage
    • Daily full backups
    • Redundant server components
    • Built-in disaster recovery
    • Upgrades performed by SirsiDynix
    • High bandwidth internet capacity
    • Proactive systems management
    • Active security monitoring
  • 33. Software as a Service - SaaS
    • SirsiDynix SaaS facility currently hosts over 148 sites / 550 libraries, 2.2M Patrons, 14M Items
    • Industrial Grade Hosting Facility: 24/7 staffing, Security, Disaster Recovery, Dual DS3 Bandwidth Pipe
    • Hosting facility in Canada
  • 34. Additional Sources of Information on SirsiDynix Symphony
  • 35. Where can I get more information?
    • Planning sessions/focus days
    • Sales demonstrations
    • Pre-recorded overview demonstrations
      • SirsiDynix Symphony Overview
      • Administration
      • Circulation
      • Collection Exchange
      • Cataloguing
      • Acquisitions
      • Serials
      • Enterprise Portal Solution
      • Rooms
    • Customer website
      • http:// customer.dynix.com /
    • Functionality Checklist
  • 36. Continuing to plan for your migration
    • Key contacts:
      • Tom Walker, Gilbert Mongeau, Rob Herrmann
    • Provide demonstrations, review functionality
    • Consult on hardware configurations/life cycle
    • Review add on products currently running on Horizon
    • Consult on database environment
    • Consult on services required for the migration
    • Provide configurations and budgetary cost proposals
    • Timing and Scheduling
    • Prepare contract amendments
  • 37. 30 April, 2008 OHDUG Meeting Planning for Symphony

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