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Cosa 2010 symphony update rick branham

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  • 1. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SirsiDynix Symphony Update Rick Branham | Vice President, Global Accounts & Alliances
  • 2. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 2010 PRODUCT ROADMAP Q1 Q2 Q3 Q4 Q1 Q2 2010 20112009 Q4 Symphony 3.4 Symphony 4.0Symphony 3.3.1 DS 4.9 Horizon 7.5.1/HIP 3.21 Horizon 7.5.2/HIP 3.22 Horizon Virtualization Portfolio 4.0 Portfolio 5.0 Enterprise 3.1 Enterprise 5.0Enterprise 3.1.1 Director’s Station 4.8.1.1 DS 4.8.2 Web Reporter 3.4Web Reporter 3.3.1 Web Reporter 4.0 Symphony - German Symphony Patron iPhone App v1.0 Symphony Patron iPhone App v2.0 Library Intelligence (LI) 5.0 Symphony - French Symphony – Spanish & Catalan Enterprise 4.0 Language Pack Updates for Symphony 3.4 Released In Development Planned
  • 3. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Power User Tools – Context menus (right click menus) are available from the circulation checkout, bill, hold, suspension, booking & reservation lists – Context menus contain a list of commands that apply to records in the list that can be launched from a wizard – This allows staff to perform the majority of workflows without leaving a single wizard
  • 4. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST LIST OF ONGOING CHECKOUTS - SINGLE ITEM SELECTED
  • 5. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST LIST OF ONGOING CHECKOUTS - MULTIPLE ITEMS SELECTED
  • 6. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST DISPLAY ITEM CONTEXT MENU OPTION
  • 7. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST PLACE HOLD CONTEXT MENU OPTION
  • 8. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST RIGHT CLICK MENU FROM SINGLE ITEM SELECTION IN CURRENT CHECKOUTS
  • 9. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST RIGHT CLICK MENU FOR MULTIPLE ITEMS SELECTION IN CURRENT CHECKOUTS
  • 10. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST DISPLAY HOLDS OPTION FROM CONTEXT MENU
  • 11. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Item Group Editor – IGE allows editing items in batch. – Edit items on the fly (as an unsaved set) or edit items in a saved group – Archive current (before changes) item values for restoring at a later date – Merge groups of items – Add/remove items to/from an existing group – Delete groups
  • 12. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR New Group Item Editor Wizard
  • 13. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Single Search
  • 14. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Advanced Search
  • 15. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR
  • 16. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Group Search
  • 17. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR
  • 18. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Select groups to merge and click Merge Groups.
  • 19. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Create a new Group ID automatically, manually or use one of the existing group's IDs. Click Merge Groups again.
  • 20. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Check Archive before editing checkbox, select item characteristics to change, click Edit Items.
  • 21. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Group creation & archive successful
  • 22. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Items can be restored to archived values
  • 23. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Item Group Editor – IGE allows editing items in batch. – Edit items on the fly (as an unsaved set) or edit items in a saved group – Archive current (before changes) item values for restoring at a later date – Merge groups of items – Add/remove items to/from an existing group – Delete groups • Pull On-shelf Items with Holds Wizard
  • 24. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ONSHELF ITEMS WIZARD
  • 25. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ONSHELF ITEMS WIZARD Properties configure what columns display, what features are available, printing options, etc.
  • 26. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ONSHELF ITEMS WIZARD View different library lists using the helper
  • 27. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ONSHELF ITEMS WIZARD List is interactive: trap holds, mark items missing, unfill holds, or print the list.
  • 28. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Item Group Editor – IGE allows editing items in batch. – Edit items on the fly (as an unsaved set) or edit items in a saved group – Archive current (before changes) item values for restoring at a later date – Merge groups of items – Add/remove items to/from an existing group – Delete groups • Pull On-shelf Items with Holds Wizard • New User Standing Map configuration wizard
  • 29. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST USER STANDING MAP New configuration wizard brings new ease and flexibility in allowing privileges based on a user’s standing
  • 30. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST USER STANDING MAP Relevant actions that can be allowed/ denied based on standing
  • 31. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST USER STANDING MAP User Standing policies are library- configured (can be anything)
  • 32. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST USER STANDING MAP All available client interfaces may be considered.
  • 33. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Item Group Editor – IGE allows editing items in batch. – Edit items on the fly (as an unsaved set) or edit items in a saved group – Archive current (before changes) item values for restoring at a later date – Merge groups of items – Add/remove items to/from an existing group – Delete groups • Pull On-shelf Items with Holds Wizard • New User Standing Map configuration wizard • Report Output Updates – Add XML output, including style sheets
  • 34. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST XML REPORT OUTPUT XML Output option
  • 35. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST XML REPORT OUTPUT Users can select delivered or even custom style sheets
  • 36. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST XML REPORT OUTPUT Style Sheet selection when opening a finished report
  • 37. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST XML REPORT OUTPUT Open files in any xml-capable program (browser, Excel, Word, etc). This is a bibliography report in IE.
  • 38. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST XML REPORT OUTPUT Excel view, using delivered style sheets
  • 39. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Additional Circulation Enhancements – Enhanced date of birth display and searching
  • 40. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENHANCED BIRTH DATE SEARCH
  • 41. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENHANCED BIRTH DATE SEARCH
  • 42. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENHANCED BIRTH DATE SEARCH
  • 43. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Additional Circulation Enhancements – Enhanced date of birth searching – User PIN policy
  • 44. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST USER PIN POLICY
  • 45. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Additional Circulation Enhancements – Enhanced date of birth searching – User PIN policy – Current Checkout Counter added to the Checkout Wizard
  • 46. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CURRENT CHECKOUT COUNTER
  • 47. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Additional Circulation Enhancements – Enhanced date of birth searching – User PIN policy – Current Checkout Counter added to the Checkout Wizard – Display all checkouts in transaction list
  • 48. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST DISPLAY ALL CHECKOUTS IN TRANSACTION LIST
  • 49. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Additional Circulation Enhancements – Enhanced date of birth searching – User PIN policy – Current Checkout Counter added to the Checkout Wizard – Display all checkouts in transaction list – Enhanced Hold Processing • Ability to set OPAC hold range in hold map • Enhanced options for filling hold at checkout – Extended length of name fields – Configuration option for user name keys and new Rebuild User Name Keys report – Item price field added to receipt fields – Zip code prints on same line as city and state in notices – Separate bill maintenance settings for Bill User wizard and Pay Bill wizard
  • 50. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Collection Exchange Enhancements – New policies added for Exchange Dates and Pending item location
  • 51. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Collection Exchange Enhancements – New policies added for Exchange Dates and Pending item location • e-Library Enhancements – Persistent User Login for e-Library – Enhanced Enrichment Content displays – Added Enrichment Content option: video clips – New Enterprise integration themes for the e-Library OPAC
  • 52. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST PERSISTENT LOGIN Patron not logged in; placing item on hold
  • 53. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST PERSISTENT LOGIN Patron is now logged in for entire session; free to perform any activity that requires login
  • 54. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST VIDEO CLIP CONTENT OPTION
  • 55. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Wizard name and subsequent wizard actions reflected in main window captions (helps with screen readers, RFID apps, and macros) • Symphony System Monitoring Agent – Automated push of version, license, and detailed configuration information to client care – Allows for pro-active system monitoring • SIP checkin sends an audible alert when a LOST item is checked in • Common Access Card (CAC) Support (military requirement) • Smartcard Support (based on Scottish MiFare standard) – Use smartcard reader to scan cards for circ transactions – User registration wizard/helper will pull all available data from smartcard to populate user record • Symphony Implementation Automation – Streamlined, more efficient – Goal: reduce average implementation time from 100 to 45 days
  • 56. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Audit trail database – Audit trail data no longer contained in Fund Extended Info. – Audit trail tab; configured in Global configuration – Now associated with Fund/cycle combination – Audit trail records created with changes to fund/cycle budget in Add fund, Duplicate fund, Add fund cycle, Modify fund, Modify fund budget, Transfer budget amount and Rollover fund wizards.
  • 57. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST AUDIT TRAIL DATABASE
  • 58. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST AUDIT TRAIL DATABASE
  • 59. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Audit Trail Information Now Saved in Its Own Database – Audit trail information was previously stored in Extended Info fields of fund records. – New audit trail records will store this information more effectively and offer greater options for storage and reporting of this data. • Tax update: Remit to vendor field in Invoice record
  • 60. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST TAX UPDATE – REMIT TO VENDOR
  • 61. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY—FUTURE RELEASES • Continuations of Usability updates • Symphony Anywhere • FRBR/RDA Updates • SMS Messaging* • StaffWeb Enhancements – Academic Reserves – New reports – HTML-5 capable platform • International Support – German ILL SLNP – Phase 2 UNIMARC – Additional Internationalization and localization updates (often abbreviated with the numeronyms i18n and L10n (i18n: 18 stands for the number of letters between the first I and last n in internationalization)
  • 62. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY—FUTURE RELEASES • School Interoperability Framework (SIF) Support • Operational Efficiency Pack – Automatic backups of policy and config files – Getcircinfo for customers and staff troubleshooting – Remove user report updated for error handling – Admin user tools for easier support •Possibly delivered earlier to coincide with release of Horizon 7.5.1