2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SirsiDynix Discovery Platform
Paul Moxon
SirsiDynix
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
WHAT IS THE DISCOVERY PLATFORM?
• A system architecture which, toge...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ApplicationsApplications
Discovery Platform ServicesDiscovery Platf...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ApplicationsApplications
Discovery Platform ServicesDiscovery Platf...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ApplicationsApplications
Web ServicesWeb Services
Indexed DataIndex...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ApplicationsApplications
Web ServicesWeb Services
Indexed DataIndex...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ApplicationsApplications
Web ServicesWeb Services
Indexed DataIndex...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ApplicationsApplications
Web ServicesWeb Services
Indexed DataIndex...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ApplicationsApplications
Web ServicesWeb Services
Indexed DataIndex...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
• SOAP and Restful Web
Services enable:
– Symphony & Horizon
– Mobi...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SIRSIDYNIX WEB SERVICES & CLIENTS
BookMyne 1.1
For Symphony
BookMyn...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SEAMLESS ACCESS TO COLLECTION
Interacts seamlessly with existing PA...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ENTERPRISE
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ENTERPRISE FEATURES
• Searching:
– Patented, award-winning search e...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ENTERPRISE FEATURES (CONT’D)
• Interface:
– Layout can be anything ...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ENTERPRISE
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ENTERPRISE FEATURES (CONT’D)
• Results:
– Facets for easily limitin...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ENTERPRISE
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
ENTERPRISE FEATURES (CONT’D)
• Administration:
– Easy and powerful ...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
PORTFOLIO–DIGITAL ASSET MANAGEMENT
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
• Provide easy access to local historical collections
– Newspapers
...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
• Seamless management of digital assets of all types
• Full support...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
• Part of the Discovery Platform family of products
• Superset of E...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
OVERVIEW OF DAM FEATURES
• Supports many formats by default
– Video...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
• Sophisticated administration tool for complete control of
asset m...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
MANAGE ASSETSEasy and
sophisticated
management of
digital assets
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
EDIT ASSET
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
EDIT METADATA TEMPLATE
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
EDIT METADATA TEMPLATE
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
PORTFOLIO 4.0 ACCESS LEVEL
Level Description
Extended Public
Often ...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
PORTFOLIO 4.0 – END USERS
• Extension of powerful Enterprise™ disco...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CUSTOMIZABLE COLLECTION BROWSING
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CUSTOMIZABLE COLLECTION BROWSING
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
MAP-BASED UI FOR PATRONS
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
MAP-BASED UI FOR PATRONS
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
MAP-BASED UI FOR PATRONS
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
MAP-BASED UI VARIATIONS
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CHRONOLOGICAL MAP-BASED UI
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
• GA early November 2010
• Map-based UI to follow
• Hyperion upgrad...
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
QUESTIONS?
2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
THANK YOU
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Cosa 2010 discovery platform moxon

  1. 1. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SirsiDynix Discovery Platform Paul Moxon SirsiDynix
  2. 2. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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. 3. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Discovery Platform ServicesDiscovery Platform Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount 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 ... DISCOVERY PLATFORM ARCHITECTURE
  4. 4. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Discovery Platform ServicesDiscovery Platform Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Horizon Web Services Web Sites Local Docs … Symphony Web Services Database A Database B ... Web Sites Local Docs Database A Database B ... METADATA HARVESTING & INDEXING Catalog Catalog
  5. 5. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Web ServicesWeb Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ... BASIC OPAC ARCHITECTURE
  6. 6. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Web ServicesWeb Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ... ENTERPRISE ARCHITECTURE
  7. 7. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Web ServicesWeb Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ... PORTFOLIO ARCHITECTURE
  8. 8. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Web ServicesWeb Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ... BOOKMYNE ARCHITECTURE
  9. 9. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ApplicationsApplications Web ServicesWeb Services Indexed DataIndexed Data e-Library Enterprise Portfolio BookMyne Search Content Mgt. Staff Mobile Access ControlAccount Mgt. Circ. Catalog Web Sites Local Docs … Symphony Database A Database B ... Catalog Web Sites Local Docs Database A Database B ... STAFF MOBILE APPLICATION ARCHITECTURE
  10. 10. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • 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 ApplicationsApplications SirsiDynix Web ServicesSirsiDynix Web Services DataData 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 ... SIRSIDYNIX WEB SERVICES
  11. 11. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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. 12. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SEAMLESS ACCESS TO COLLECTION Interacts seamlessly with existing PACs: e-Library or HIP
  13. 13. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENTERPRISE
  14. 14. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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. 15. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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. 16. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENTERPRISE
  17. 17. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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. 18. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENTERPRISE
  19. 19. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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. 20. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST PORTFOLIO–DIGITAL ASSET MANAGEMENT
  21. 21. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • 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. 22. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • 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. 23. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • 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) SirsiDynix Enterprise SirsiDynix Portfolio PORTFOLIO
  24. 24. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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. 25. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • 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
  26. 26. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST MANAGE ASSETSEasy and sophisticated management of digital assets
  27. 27. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST EDIT ASSET
  28. 28. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST EDIT METADATA TEMPLATE
  29. 29. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST EDIT METADATA TEMPLATE
  30. 30. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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.
  31. 31. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST 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
  32. 32. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CUSTOMIZABLE COLLECTION BROWSING
  33. 33. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CUSTOMIZABLE COLLECTION BROWSING
  34. 34. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST MAP-BASED UI FOR PATRONS
  35. 35. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST MAP-BASED UI FOR PATRONS
  36. 36. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST MAP-BASED UI FOR PATRONS
  37. 37. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST MAP-BASED UI VARIATIONS
  38. 38. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
  39. 39. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
  40. 40. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
  41. 41. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CHRONOLOGICAL MAP-BASED UI
  42. 42. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
  43. 43. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
  44. 44. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
  45. 45. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
  46. 46. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST • 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
  47. 47. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST QUESTIONS?
  48. 48. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST THANK YOU

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