Cosa 2010 symphony update rick branham

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Cosa 2010 symphony update rick branham

  1. 1. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SirsiDynix Symphony Update Rick Branham | Vice President, Global Accounts & Alliances
  2. 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. 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. 4. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST LIST OF ONGOING CHECKOUTS - SINGLE ITEM SELECTED
  5. 5. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST LIST OF ONGOING CHECKOUTS - MULTIPLE ITEMS SELECTED
  6. 6. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST DISPLAY ITEM CONTEXT MENU OPTION
  7. 7. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST PLACE HOLD CONTEXT MENU OPTION
  8. 8. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST RIGHT CLICK MENU FROM SINGLE ITEM SELECTION IN CURRENT CHECKOUTS
  9. 9. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST RIGHT CLICK MENU FOR MULTIPLE ITEMS SELECTION IN CURRENT CHECKOUTS
  10. 10. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST DISPLAY HOLDS OPTION FROM CONTEXT MENU
  11. 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. 12. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR New Group Item Editor Wizard
  13. 13. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Single Search
  14. 14. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Advanced Search
  15. 15. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR
  16. 16. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Group Search
  17. 17. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR
  18. 18. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Select groups to merge and click Merge Groups.
  19. 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. 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. 21. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Group creation & archive successful
  22. 22. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ITEM GROUP EDITOR Items can be restored to archived values
  23. 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. 24. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ONSHELF ITEMS WIZARD
  25. 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. 26. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ONSHELF ITEMS WIZARD View different library lists using the helper
  27. 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. 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. 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. 30. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST USER STANDING MAP Relevant actions that can be allowed/ denied based on standing
  31. 31. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST USER STANDING MAP User Standing policies are library- configured (can be anything)
  32. 32. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST USER STANDING MAP All available client interfaces may be considered.
  33. 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. 34. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST XML REPORT OUTPUT XML Output option
  35. 35. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST XML REPORT OUTPUT Users can select delivered or even custom style sheets
  36. 36. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST XML REPORT OUTPUT Style Sheet selection when opening a finished report
  37. 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. 38. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST XML REPORT OUTPUT Excel view, using delivered style sheets
  39. 39. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST SYMPHONY 3.4 • Additional Circulation Enhancements – Enhanced date of birth display and searching
  40. 40. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENHANCED BIRTH DATE SEARCH
  41. 41. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENHANCED BIRTH DATE SEARCH
  42. 42. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST ENHANCED BIRTH DATE SEARCH
  43. 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. 44. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST USER PIN POLICY
  45. 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. 46. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST CURRENT CHECKOUT COUNTER
  47. 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. 48. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST DISPLAY ALL CHECKOUTS IN TRANSACTION LIST
  49. 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. 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. 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. 52. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST PERSISTENT LOGIN Patron not logged in; placing item on hold
  53. 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. 54. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST VIDEO CLIP CONTENT OPTION
  55. 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. 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. 57. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST AUDIT TRAIL DATABASE
  58. 58. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST AUDIT TRAIL DATABASE
  59. 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. 60. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST TAX UPDATE – REMIT TO VENDOR
  61. 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. 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

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