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  1. 1. Evaluation of Automation Systems By: Alexandra Carrizales, Olivia Garcia, Lisa Robinson, Victoria Sumera, and Pamela Zimmerman
  2. 2. HISTORY By: Pamela Zimmerman
  3. 3. History: • SirsiDynix is a privately-held company that produces software solutions and services for libraries. SirsiDynix is a world leading provider of library managing software’s services consisting of search and discovery tools for libraries and users. • SirsiDynix systems can be used to link numerous libraries and provide access through a single portal. • Sirsi creates more industry-leading tools, for libraries than any other vendor in the world. The company employs technology that allows librarians to do more than just keep track of their collection but work with their collections on individual bases. Today, more than 23,000 library facilities in more than 70 countries use Sirsi products and services to more than 300 million users worldwide.
  4. 4. History (cont.) • Background- – With the beginning of MARC standards in the 1960s, and the growth of computer technology, library automation was created. Libraries began experimenting with computers and eventually online technology and the new MARC vocabulary became a common language amongst libraries. – The idea of Sirsi began when Northwestern University developed a system to automate its own library card catalogs in the 1960s. – By 1979, the Sirsi Corporation was created in Huntsville, Alabama by Jim Young, Jacky Young, and Mike Murdock. In 1982, the Unicorn system was developed and installed at Georgia Tech. The main product inherited from Sirsi is the Unicorn integrated library system (ILS). The ILS serves libraries in various functions: cataloging, circulation, acquisitions, reserves, outreach, etc.
  5. 5. History (cont.) • The original Dynix ILS traces its history to about 1983. The earliest versions of Dynix ran on the Pick operating system, then under Unix. The system became well known and was one of the most-widely utilized integrated library systems in public, and academic libraries. Today it is considered a founding father of automated systems with a small user base. • SirsiDynix was formed by the merger of the Sirsi and Dynix corporations in June 2005. • Headquartered in Provo, Utah, SirsiDynix is responsible for the Symphony, Horizon, Unicorn ILS products. • SirsiDynix’s Symphony is a comprehensive, integrated library and consortium management system, blending the best of the Unicorn GL3 and Horizon 8/Corinthian systems. SirsiDynix Symphony is a total solution for managing all technical and public services – enabling libraries and consortia to cut costs while providing the highest quality of service.
  6. 6. History (cont.) • SirsiDynix provides the Horizon Information Portal for patron searching and services, subscription services to Overdrive's ebooks and audio books, and federated searching capabilities for thousands of licensed databases. • The SirsiDynix company was bought out by Vista Equity Partners in December 2006, a private equity firm based in San Francisco, CA. • The current CEO as of October 2011 of SirsiDynix is Bill Davison.
  7. 7. STRONG POINTS OF THE SYSTEM By: Victoria Sumera
  8. 8. Strong Points (cont.) • MISSION: – “At SirsiDynix, we are committed to our library customers and the communities they serve. Together, with libraries, we help communities thrive by connecting people with library resources that educate and inspire.” -
  9. 9. Strong Points: • SirsiDynix has created and implemented Bookshelf at no additional cost across its major public-facing products for patrons. It provides a graphical interface for users to place items of interest and then they are able to share those items with other users. • In January 2012, SirsiDynix launched "Social Library," an application that adds catalog search and other features to its Facebook page. • Two tiers of patron-oriented interfaces make up BLUEcloud Discovery. BLUEcloud PAC and BookMyne mobile application are free to two tiers of patrons as BLUEcloud Disvovery.
  10. 10. Strong Points (cont.) • The new BLUEcloud Staff components are a major benefit for all of the major modules of the SirsiDynix system. System administration, circulation, cataloging, serials, and acquisitions are available at no additional cost to patrons. As these BLUEcloud Staff modules are completed, they will be made available with optional added-cost modules. • MobileCirc is another benefit available for Android or iOS based devices which provides services for circulation, inventory, and shelving tasks/weeding.
  11. 11. Strong Points: • BLUEcloud Marketplace also includes eResource Central, which provides capabilities to manage and provide access to eBooks and other electronic resources. – eResource - is a single point of search and discovery of a library's collection, including both the print and e-book collections. Patrons will be able to request holds, download, and view e-books.
  12. 12. REASONS TO RECOMMEND By: Olivia Garcia
  13. 13. Reasons to Recommend • Provides an application service provider (ASP) library service • Offers tools to support day-to-day operations, including circulation, cataloging, acquisitions, serials, academic reserves, outreach and media booking. • Customizable platform. It can be as complex or as simple as you need it to be.
  14. 14. Reasons to Recommend • Gives libraries extreme control over viewing privileges, polices and more. • Built-in offline mode kicks in to handle those power and network outages. • Vendor Information Port for interactive searching of vendor databases including single-click receiving and invoicing. • More than 600 built-in reports and utilities
  15. 15. Reasons to Recommend (cont.) • Policy-driven demand management to promote resource sharing and NCIP support for interlibrary loan participation. • Libraries can serve their users with books by mail, self- service holds, mobile circulation, purchase, manage account, discovery portal and SMS messaging
  16. 16. Reasons to Recommend (cont.) • Support for multilingual MARC record holdings, • Transfers maintenance and upgrade routines to the ASP, • Accommodates for rural libraries with limited technical expertise and the absence of the Internet connections. • Provides technical resource to deliver your library solution to a project manager who assures the project goals.
  18. 18. Weaknesses: • Talin Bingham, SirsiDynix CTO, indicated they had heard loud and clear from the user community emphasizing that the company needed to pay more attention to the end-user experience, particularly with online catalog products. • In terms of communication, SirsiDynix sees the need for more ways to provide information to users. They are developing communication tools that will allow libraries to provide information to users based on their preference—whether it is text messages, Facebook or e-mail messages, snail-mail, or phone.
  19. 19. Weaknesses (cont.) The table below shows the major weaknesses in Symphony: SirsiDynix Symphony to pay more attention to the end-user experience, particularly with online catalog products (1st article) sorely lacking in flexibility/functionality ( does not offer any ERM modules or software en suite (JTL) Symphony is a complex system to set up and install (JTL) In 2006, they contracted with Serials Solutions to offer their customers ERM functionality but this requires clients to take on another vendor relationship, which is something that not all libraries want to do. (JTL) It is difficult to get a sufficient sense of how their acquisitions module functions in Symphony. They deemphasize it in comparison to other functionalities; there is almost no mention of it in the product descriptions on their Web site and there is the possibility that it may not be robust enough for our needs.(JTL) The user interface/OPAC options are not as thoroughly discussed on the vendor’s website, which could be a concern (
  20. 20. Weaknesses (cont.) • An additional session was devoted to working with Resource Description & Access (RDA). Though this new cataloging standard hasn’t yet been formally accepted by the cataloging community in the United States, SirsiDynix has started working on it. • Symphony Version 3.4.1 – Version 3.4.1 is more of a maintenance release that will fix the issue with the item group editor and some display updates that include tabbed windows for open wizards and expandable windows or areas to view various pieces of information.
  21. 21. References: • Presentation assembled by Lisa Robinson • Cunetto, S., & Winger, A. (2011). Customers of SirsiDynix User Group (COSUGI) Meeting, Phoenix, AZ April 19–21, 2011. Journal of Electronic Resources Librarianship, 23(3), 290-294. • Gwynn, D. (2009). Integrated Library System Selection Plan for a Small Academic Library. Retrieved June 19, 2014 from, • Keogh, J. (2010).ILS Vendor Assessment. Retrieved June 19, 2014, from content/uploads/2010/11/Readwell-Vendor-Assessment.pdf. • Library Technology Guides: Key Resources in the Field of Library Automation: Statistical Report for Symphony. (2013). Retrieved June 19, 2014, from • "SirsiDynix Symphony® Integrated Library System." SirsiDynix Symphony Integrated Library System. Web. • Sirsidynix Symphony 3.4.1 Service Pack 3. "SirsiDynix Symphony 3.4.1 Service Pack 3 Client/Server Requirements June 2013." Client/Server Requirements. Web. • "Symphony/" Symphony/ 2013. Web. 21 June 2014. • Images: – – – – – –