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  • 1. SirsiDynix Discovery Platform Paul Moxon SirsiDynix
  • 2. WHAT IS THE DISCOVERY PLATFORM?
    • A system architecture which, together with a set of technologies and integrations , provides a comprehensive patron interface to your catalog, electronic resources, and digital assets
  • 3. Applications Discovery Platform Services Indexed Data DISCOVERY PLATFORM ARCHITECTURE e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access Control Account Mgt. Horizon Web Services Catalog Web Sites Local Docs … Symphony Web Services Database A Database B ... Catalog Web Sites Local Docs Database A Database B ...
  • 4. Applications Discovery Platform Services Indexed Data METADATA HARVESTING & INDEXING e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access Control Account Mgt. Horizon Web Services Web Sites Local Docs … Symphony Web Services Database A Database B ... Web Sites Local Docs Database A Database B ... Catalog Catalog
  • 5. Applications Web Services Indexed Data BASIC OPAC ARCHITECTURE e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access Control Account Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ...
  • 6. Applications Web Services Indexed Data ENTERPRISE ARCHITECTURE e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access Control Account Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ...
  • 7. Applications Web Services Indexed Data PORTFOLIO ARCHITECTURE e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access Control Account Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ...
  • 8. Applications Web Services Indexed Data BOOKMYNE ARCHITECTURE e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access Control Account Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ...
  • 9. Applications Web Services Indexed Data STAFF MOBILE APPLICATION ARCHITECTURE e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access Control Account Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ...
  • 10.
    • SOAP and Restful Web Services enable:
      • Symphony & Horizon
      • Mobile Applications
      • New Web Sites
      • Portfolio
      • New SD Applications
      • New Customer Applications
    • Continued support of Symphony APIs
    SIRSIDYNIX WEB SERVICES Applications SirsiDynix Web Services Data e-Library Enterprise Portfolio BookMyne Discovery Platform Web Services Staff Mobile Horizon Web Services Catalogs Web Sites Local Docs … Symphony Web Services Database A Database B ...
  • 11. SIRSIDYNIX WEB SERVICES & CLIENTS BookMyne 1.1 For Symphony BookMyne 2.0 For Symphony & Horizon Portfolio Enterprise e-Library SirsiDynix Web Services Discovery Horizon Symphony
  • 12. SEAMLESS ACCESS TO COLLECTION Interacts seamlessly with existing PACs: e-Library or HIP
  • 13. ENTERPRISE
  • 14. ENTERPRISE FEATURES
    • Searching:
      • Patented, award-winning search engine—unique to industry
      • Pattern-recognition searching using overlapping sets of characters
      • “ Everything” searching of any data
        • ILS’s, databases, library-selected websites, library content, PDF collections, etc.
      • “ Did you mean?” populated from indexed data
        • Each click will produce results
      • Self-learning auto-complete search suggestions
        • Blacklist misspelled or inappropriate words
      • Unlimited pre-defined search limits
      • Bowker ICE indexing of enrichment content
  • 15. ENTERPRISE FEATURES (CONT’D)
    • Interface:
      • Layout can be anything from simple (like Google) to content-rich portal (like Yahoo)
      • Unlimited profiles to customize experience for libraries’ varied audiences
      • Easy and flexible content management
        • Libraries can even use Enterprise as their home page
      • Pre-delivered themes or library-loaded CSS for highly-customized experience
  • 16. ENTERPRISE
  • 17. ENTERPRISE FEATURES (CONT’D)
    • Results:
      • Facets for easily limiting results
        • Libraries can create their own facets
      • Flexible scoping defaults and sortable holdings
      • Completely customizable brief and full displays
      • RSS and simple bookmarking of any result set or page
      • Easy integration with ChiliFresh for reviews and social content
      • Seamless integration with e-Library or HIP (customers will not lose current OPAC features they like; easier transition for patrons)
      • Customizable javascript offers integration with third party content
        • Library Thing, Digg, Del.icio.us, Novelist, etc.
  • 18. ENTERPRISE
  • 19. ENTERPRISE FEATURES (CONT’D)
    • Administration:
      • Easy and powerful Admin interface
      • WYSIWYG “rooms” creation for custom content
      • Google Analytics reporting
      • Multiple authentication options
      • Discovery XML (DiXML) tool allows libraries to configure their own search targets (virtually any type of data can be indexed and searched)
      • Fast, automated tasks including indexing of changes, harvesting website data, etc.
  • 20. PORTFOLIO–DIGITAL ASSET MANAGEMENT
  • 21.
    • Provide easy access to local historical collections
      • Newspapers
      • Photographs
      • Journals, diaries, personal papers
    • Remove silos in institutional repositories
      • Special collections
      • Topical, geographic, images, art work
    • Search and retrieve all library resources
      • Digital assets & metadata
      • Print collection, A-V materials
      • Web links, Z39.50 targets, etc.
    • Available online 24/7
    USERS WANT ACCESS TO DIGITAL MATERIALS
  • 22.
    • Seamless management of digital assets of all types
    • Full support for Dublin Core metadata
    • Metadata and full-text searching
    • Intuitive multi-level hierarchical browsing
    • Granular security and access control
    • Hyperion upgrade path is to SirsiDynix Portfolio
    PORTFOLIO HIGHLIGHTS
  • 23.
    • Part of the Discovery Platform family of products
    • Superset of Enterprise
      • Same interface for searching
      • Same admin layout
      • Additional features for digital asset management (DAM)
    PORTFOLIO SirsiDynix Enterprise SirsiDynix Portfolio
  • 24. OVERVIEW OF DAM FEATURES
    • Supports many formats by default
      • Video – AVI, Flash, Quicktime (MOV), MP4, MPEG, Macromedia, Windows Media
      • Audio – MP3, WAV, Windows Media
      • Documents – Word, Word 2007, PDF, Text, Excel, Excel 2007
      • Images – Bitmap, GIF, JPEG, PNG, TIF
      • Add custom formats as needed
    • Supports multiple metadata types
      • Dublin Core XML, MARC21 XML, MARC21 & UNICODE file records
    • Imports images & metadata using OAI-PMH
    • Allows harvesting from other sites
  • 25. CONTENT MANAGEMENT
  • 26. VIRTUAL “ROOMS” TO ORGANIZE CONTENT
  • 27. EVERYTHING SEARCHING
  • 28. SPELLCHECKER Spellchecker based on actual word list from asset database
  • 29. SOPHISTICATED RESULTS MANAGEMENT RSS Feeds Email/print results Library-defined facets
  • 30.
    • Sophisticated administration tool for complete control of asset management, metadata, facets, content, etc.
    • Multiple authentication options
    • Access control for each item or folder, including optional Accountability features through Symphony integration
    • Configurable templates for metadata fields
    • Optional OCR for text asset searching
    • Web Services for integration with existing environments
    • Data harvesting via OAI-PMH
    • Real-time and XML bulk importing/exporting
    • Decide when to allow searching and display
    • Optional use of Rooms for content
    FEATURES FOR STAFF
  • 31. MANAGE ASSETS Easy and sophisticated management of digital assets
  • 32. SECURITY SETTINGS Access to each folder and/or asset controlled via Symphony Access Control
  • 33. EDIT ASSET
  • 34. EDIT ASSET
  • 35. EDIT METADATA TEMPLATE
  • 36. EDIT METADATA TEMPLATE
  • 37. OAI-PMH COMPLIANT OAI-PMH = Open Archives Initiative Protocol for Metadata Harvesting
  • 38. OAI-PMH COMPLIANT
  • 39. IMPORT ASSETS Option to review each item as it is loaded
  • 40. EXPORT ASSETS
  • 41. PORTFOLIO 4.0 ACCESS LEVEL Level Description Extended Public Often assigned to off-site users of the library system and to patrons who are not members of the library. These users may browse and search for resource types that have the Extended Public access level. Public Often assigned to members and users of the library. These users have the authority to navigate the digital asset hierarchy and search the database, and may only see resource types with the level of Public and Extended Public. Staff Often assigned to library staff members. These users have the authority to navigate the digital asset hierarchy, search the database, and create, modify, and delete assets. These users may not see or work with assets at the Supervisor or System Admin level, but they may see and work with assets at the Staff, Public, or Extended Public levels. Supervisor Often assigned to library staff supervisors. These users have the authority to navigate the digital asset hierarchy, search the database, and create, modify, and delete folders and assets. These users can also assist in the maintenance of the metadata for assets, move assets from one location of the hierarchy to another, and remove folders and assets. Supervisor users may search and modify folders and assets at the Supervisor, Staff, Public, and Extended Public levels. They may not search, browse, modify, or view assets and folders at the System Admin level. System Admin Often assigned to the SirsiDynix Symphony administrator. These users have the authority to navigate the digital asset hierarchy, search the database, and create, modify, and delete folders and assets. These users may also assist in the maintenance of the metadata for assets, which includes the creation of resource types, move assets or entire folders from one place in the hierarchy to another, and remove folders and assets. These users often are responsible for reports, system maintenance, and installing software and hardware upgrades. System Admin users may search and modify folders and assets at all access levels.
  • 42. SYMPHONY CLASSIFIED ACCOUNTABILITY
    • Governed by the Symphony ILS, there are four categories of Classified Accountability:
      • Item Accountability Levels
      • Log in Accountability Levels
      • Title Accountability Levels
      • User Accountability Levels
  • 43. PORTFOLIO 4.0 – END USERS
    • Extension of powerful Enterprise™ discovery platform:
      • Portfolio-only purchases will come bundled with Enterprise
      • Enterprise customers will upgrade to add Portfolio capability
    • Fuzzy, natural language searching, including:
      • Auto-complete search suggestion
      • Did you mean?
      • Faceted limiting of search results
      • “ Cover flow” browsing of results
    • Federated searching of not only digital assets, but ILS, Z39.50, websites, and electronic databases.
    • Web 2.0 features such as RSS and user reviews
    • Portal environment with easy, built-in content management
  • 44. CUSTOMIZABLE COLLECTION BROWSING
  • 45. CUSTOMIZABLE COLLECTION BROWSING
  • 46. MAP-BASED UI FOR PATRONS
  • 47. MAP-BASED UI FOR PATRONS
  • 48. MAP-BASED UI FOR PATRONS
  • 49. MAP-BASED UI VARIATIONS
  • 50.  
  • 51.  
  • 52.  
  • 53. CHRONOLOGICAL MAP-BASED UI
  • 54.  
  • 55.  
  • 56.  
  • 57.  
  • 58.
    • GA early November 2010
      • Map-based UI to follow
    • Hyperion upgrade path is Portfolio
    • Portfolio
      • Includes Enterprise
      • Compatible with
        • Symphony 3.3+
        • Horizon 7.4
        • Internet Explorer 7+, Firefox, Safari, etc.
      • Hosted & local installs
    PORTFOLIO RELEASE SCHEDULE
  • 59. QUESTIONS? ?
  • 60. THANK YOU