This document provides information about services offered by SirsiDynix for libraries, including data services, consulting services, and Platinum services. Some key points:
- Data services include bibliographic enhancement (analysis, clean-up, upgrade, de-duplication of records).
- Consulting services help libraries with implementation, customization, training, and ongoing support issues. Programs include SureStart, SureSailing, and Go-Live consulting visits.
- Platinum services offer two levels (Platinum and Platinum Premier) of additional support and training for libraries using SirsiDynix software.
informatica Online Training Institute in India,USA,UK,Canada.Angel Maxwel
Informatica is ETL tool which is generally used for extracting the source information after utilizing the transformation which is requied, and loading it to the target. In another section we're planning to try to spell out the usage of Informatica using an example in the Data Warehouse atmosphere.we're supplying informatica Online Training in India,USA,UK,Canada.
http://smartmindonlinetraining.com/informatica-online-training/
The SAP BW online training course covers topics like introduction to ERP, SAP, and data warehousing, BW architecture, modeling including star schemas and OLAP concepts, business modeling with various BW objects like info areas and packages, data transfer processes, update methods, info providers, cube maintenance, reporting tools, and extraction techniques. The training provides over 50 hours of content on key BW concepts and configuration delivered by an expert instructor.
- Torrance Shabazz is a SAP BI consultant with over 7 years of experience in SAP BI 7.0. He has experience in data modeling, ETL processes, report development, and project management for SAP BI implementations. His skills include SAP BI 7.0, SAP FICO configuration, and report development tools like BO Web Intelligence and Xcelsius.
Managing library collections with friends, favours and a spoonful of sugarUCLDH
The document discusses the library's management of various collections including print, electronic, institutional repository, archives, and digital collections. It summarizes the library's implementation of the Kuali Open Library Environment (OLE) system in a phased approach between 2014-2017 to replace its existing library management system and integrate various services. The implementation involved migrating data, adding functionality for acquisitions, cataloging, circulation including borrowing/renewing, and eventually notices/fines. Upgrades to newer OLE releases addressed issues and added more features.
The document outlines the topics covered in a training course on SAP HANA 1.0 SPS 10. It includes an overview of the architecture of SAP HANA including its row and column storage, modeling in SAP HANA including creating different types of views and best practices. Administration topics like backup/recovery, user management and security are also summarized. The course further describes reporting tools that can connect to SAP HANA and loading of data from different sources into HANA. It also discusses SAP solutions that use HANA like COPA, BW and S4HANA.
This document summarizes the Symphony and other SirsiDynix product updates that were presented at the 2010 COSA User Conference. Key updates in Symphony 3.4 included new context menus for workflows, an item group editor for batch editing items, and a wizard for pulling on-shelf items with holds. Future releases mentioned include Symphony Anywhere, FRBR/RDA updates, and internationalization features.
informatica Online Training Institute in India,USA,UK,Canada.Angel Maxwel
Informatica is ETL tool which is generally used for extracting the source information after utilizing the transformation which is requied, and loading it to the target. In another section we're planning to try to spell out the usage of Informatica using an example in the Data Warehouse atmosphere.we're supplying informatica Online Training in India,USA,UK,Canada.
http://smartmindonlinetraining.com/informatica-online-training/
The SAP BW online training course covers topics like introduction to ERP, SAP, and data warehousing, BW architecture, modeling including star schemas and OLAP concepts, business modeling with various BW objects like info areas and packages, data transfer processes, update methods, info providers, cube maintenance, reporting tools, and extraction techniques. The training provides over 50 hours of content on key BW concepts and configuration delivered by an expert instructor.
- Torrance Shabazz is a SAP BI consultant with over 7 years of experience in SAP BI 7.0. He has experience in data modeling, ETL processes, report development, and project management for SAP BI implementations. His skills include SAP BI 7.0, SAP FICO configuration, and report development tools like BO Web Intelligence and Xcelsius.
Managing library collections with friends, favours and a spoonful of sugarUCLDH
The document discusses the library's management of various collections including print, electronic, institutional repository, archives, and digital collections. It summarizes the library's implementation of the Kuali Open Library Environment (OLE) system in a phased approach between 2014-2017 to replace its existing library management system and integrate various services. The implementation involved migrating data, adding functionality for acquisitions, cataloging, circulation including borrowing/renewing, and eventually notices/fines. Upgrades to newer OLE releases addressed issues and added more features.
The document outlines the topics covered in a training course on SAP HANA 1.0 SPS 10. It includes an overview of the architecture of SAP HANA including its row and column storage, modeling in SAP HANA including creating different types of views and best practices. Administration topics like backup/recovery, user management and security are also summarized. The course further describes reporting tools that can connect to SAP HANA and loading of data from different sources into HANA. It also discusses SAP solutions that use HANA like COPA, BW and S4HANA.
This document summarizes the Symphony and other SirsiDynix product updates that were presented at the 2010 COSA User Conference. Key updates in Symphony 3.4 included new context menus for workflows, an item group editor for batch editing items, and a wizard for pulling on-shelf items with holds. Future releases mentioned include Symphony Anywhere, FRBR/RDA updates, and internationalization features.
The document discusses adding social networking tools like AddThis to an online library catalog (e-Library) to allow users to bookmark, tag, and share catalog records. It provides instructions on integrating AddThis and creating permanent links to catalog records that include the catalog key. The document is for a 2010 conference on the Gold Coast to discuss these topics.
The document summarizes the top ten lists presented at the 2010 COSA User Conference held on the Gold Coast from October 26-27, 2010. It includes top ten lists on ways libraries can do more with less, promoting library collections and services, potential library staff activities in the next five years, things overheard in libraries, features of an amazing school library, reasons for supporting Asia-Pacific libraries, thoughts on collaboration, and multiple choice answers to ten library challenges.
The document discusses training approaches for library systems. It describes past training methods like onsite and distance training. Both methods had advantages and disadvantages. The document then proposes a blended learning approach that combines online multimedia lessons, onsite instructor-led classes, distance classes, and custom sessions. It introduces a learning management system to facilitate blended training and provide reporting. Finally, it demonstrates the learning management system and its features for managers and trainees.
Cosa 2010 whats on the horizon liz pittssirsidynix
This document summarizes the presentations and product announcements from the 2010 COSA USER CONFERENCE held on October 26-27 on the Gold Coast. It outlines enhancements to the Horizon and Symphony integrated library systems, including new features for circulation, requests, holds, and stock rotation. It also describes the new Portfolio digital asset management system and BookMyne iPhone app enabled by new Horizon web services. Finally, it provides the 2010-2011 roadmap for upcoming releases of these and other SirsiDynix products.
The document outlines the agenda and presentations for the 2010 COSA User Conference held on October 26-27 on the Gold Coast. It includes summaries of presentations on SirsiDynix products and services, including a focus on improving customer support, new product features and roadmaps, and services to help libraries optimize their technology and better serve users. There is also information on the SirsiDynix team members in attendance and a message that SirsiDynix is there to listen and help libraries respond to changing needs and pressures.
Slide presentation on web site analytics for UIBE, believe me when I say you want to watch the video on this one. Video will be at the end of this one when done.
This document summarizes presentations from the 2010 COSA User Conference held on the Gold Coast. It introduces the SirsiDynix Library Relations Managers team, provides biographies of several team members, and outlines the roles and responsibilities of the LRM team in supporting customers. It also summarizes presentations on SirsiDynix customer support initiatives aimed at issue resolution, and on sales, services, and the Asia-Pacific team. Finally, it discusses the new SirsiDynix Strategic Partner Program and current product enhancement process.
The document discusses SirsiDynix's Discovery Platform, including the Portfolio digital asset management system. It provides an overview of the key components and features of the Discovery Platform, including the Enterprise and Portfolio applications. The Portfolio system allows libraries to provide access to local digital collections and remove silos between repositories. It supports various digital asset types and formats and provides tools for staff to manage assets and metadata.
The document discusses SirsiDynix's Discovery Platform, which provides a comprehensive interface for library patrons to access a library's catalog, electronic resources, and digital assets. It includes the Enterprise product that allows for searching across indexed data sources and customizable interfaces, and the Portfolio product which allows libraries to manage their digital collections and provide access to assets like photographs, newspapers and documents. Key features highlighted include faceted searching, integration with ILS systems, and administrative tools for content management and reporting.
The document discusses the acquisitions process observed at a university library and recommendations for improvements. It describes the current process for acquisitions tasks like receiving purchase requests, ordering titles, receiving and invoicing, cataloging, and processing. Recommendations include standardizing request forms, selecting a primary vendor, automating ordering and receiving in the integrated library system, integrating catalog records from vendors, and reassigning some tasks. The department has since implemented many of the recommended changes and improved workflows, but there is still room for further progress.
The document discusses the results of an analysis of the acquisitions and cataloging processes at Weber State University's Stewart Library. It describes the existing processes, identifies issues and inefficiencies, and provides recommendations for improvements. The recommendations include standardizing request submission and order processing, selecting primary vendors and ordering electronically, receiving and invoicing orders in the integrated library system, and integrating cataloging with acquisitions to streamline workflows. The document concludes that while not all changes were successful, the improvements have led to ongoing discovery and progress.
Meeting the aims of Plan M and streamlining metadata workflows with the BDS A...CILIP MDG
This document introduces Bibliographic Data Services (BDS) and their new Academic Library Licence (ALL) which aims to streamline metadata workflows for academic libraries in accordance with Plan M. The ALL provides a subscription for the creation, curation, supply and sharing of metadata for library holdings and acquisitions. BDS will create high-quality MARC records adhering to standards like RDA, using their process of upgrading records from trade to confirmed status. The ALL supports automated workflows for ordering and receiving records to match library resources. It is presented as helping libraries reduce costs and carbon footprints through centralized cataloging activities.
Making the Big Move: Moving to Cloud-Based OCLC’s WorldShare Management Servi...Charleston Conference
The library migrated from their previous integrated library system to OCLC's WorldShare Management Services over a 6 month period. They moved their search, circulation, and catalog infrastructure to the new cloud-based system. The migration process involved preparing data for transfer and working through various technical issues. The library has made changes to workflows for acquisitions, technical services, and electronic resources management as a result of the new system. They have also provided feedback to OCLC on ways the system and services could be improved.
This document summarizes the key announcements and product updates from SirsiDynix at the 2010 COSA USER CONFERENCE. It highlights new features for Horizon, Symphony, Portfolio, Enterprise, and the BookMyne iPhone app. Major updates include rental fees functionality in Horizon, the Item Group Editor and XML report output in Symphony, and the replacement of Horizon Digital Library with Portfolio. Web services and the BookMyne app were also announced to improve mobile access to library resources.
There is a growing trend towards a consolidation of services for Electronic Resource Management (ERM), A-Z journal listings, full text link resolving and discovery services under a single service provider. In many cases, the adoption of a discovery service from a provider that is not the same as the libraries' existing link resolver service means managing multiple knowledgebases. In this session, 3 libraries will provide an overview of their experience and strategies for maintaining separate link resolving and discovery services in lieu of adopting a full suite of services from a single service provider. Each speaker will provide a case study on the advantages and/or challenges of managing their chosen discovery service, EBSCO's EDS, Ex Libris' Primo and ProQuest's Summon, in conjunction with the CUFTS/GODOT open source knowledgebase/link resolver.
Presenters:
Leanna Jantzi, Electronic Resources Copyright Librarian, Capilano University
Jennifer Richard, Academic Librarian, Acadia University
andra Wong, Electronic Resources Librarian, Simon Fraser University
This document summarizes the key announcements and product updates from SirsiDynix at the 2010 COSA User Conference. It outlines new features for Horizon, Symphony, Enterprise, Portfolio and the BookMyne mobile app. Major updates include enhanced holds, fees and circulation functionality in Horizon; improved asset and content management in Portfolio and Enterprise; and expanded mobile access and reporting via the BookMyne app and Symphony. It also provides the roadmap for releases through 2011.
Embracing Changing Technology and New Technical Services Workflows in Migrati...NASIG
In 2015, Radford University’s McConnell Library migrated to OCLC’s WorldShare Management Services (WMS), relinquishing three legacy systems in the process. As a result, many of the Collection and Technical Services Department’s workflows changed considerably beginning months before the contract was signed. An extensive temporary departmental focus on data clean-up and training was required while maintaining core duties. New opportunities for collaboration and communication emerged. In light of developing new workflows, Core Competencies for Electronic Resources Librarians and Core Competencies for Print Serials Management were consulted in revising positions. This presentation focuses on the process, management, communication and outcomes involved in migrating to a new next-generation library management system.
Kay Johnson, Head of Collection and Technical Services
Jessica Ireland, Serials & Electronic Resources Librarian
The document discusses various issues related to law library management. It addresses challenges facing different types of law libraries, including pressures on firm libraries to change their service models due to factors like consolidation and increased client demand for cost-effective services. It also discusses budgeting, collection development, measuring collection usage, and providing services beyond traditional reference through activities like competitive intelligence and knowledge management. Law librarians are encouraged to leverage their skills to provide leadership in research and other services.
This document outlines the agenda for the 2010 COSA User Conference held on October 26-27 on the Gold Coast. It includes welcome addresses and presentations from the COSA Chair and SirsiDynix's COO. SirsiDynix presentations provide updates on their product roadmap, new services and support offerings, the BookMyne iPhone app, and their focus on the APAC region. SirsiDynix emphasizes their commitment to improving customer support and being responsive to customer needs.
Getaneh Alemu (Southampton Solent) - The existing challenges and opportunitie...sherif user group
This document summarizes the existing challenges and opportunities in the cataloguing and metadata function of Southampton Solent University. It discusses efforts to catalog print and electronic resources using standards like RDA and WebDewey. It also covers the implementation of discovery services like Primo and efforts to meet user needs through continuous metadata enrichment. This includes importing controlled vocabularies, standardizing records, and avoiding duplication through techniques like WEMI and FRBRization. The goal is to provide rich, high quality, and interoperable metadata to improve resource discovery.
The document discusses adding social networking tools like AddThis to an online library catalog (e-Library) to allow users to bookmark, tag, and share catalog records. It provides instructions on integrating AddThis and creating permanent links to catalog records that include the catalog key. The document is for a 2010 conference on the Gold Coast to discuss these topics.
The document summarizes the top ten lists presented at the 2010 COSA User Conference held on the Gold Coast from October 26-27, 2010. It includes top ten lists on ways libraries can do more with less, promoting library collections and services, potential library staff activities in the next five years, things overheard in libraries, features of an amazing school library, reasons for supporting Asia-Pacific libraries, thoughts on collaboration, and multiple choice answers to ten library challenges.
The document discusses training approaches for library systems. It describes past training methods like onsite and distance training. Both methods had advantages and disadvantages. The document then proposes a blended learning approach that combines online multimedia lessons, onsite instructor-led classes, distance classes, and custom sessions. It introduces a learning management system to facilitate blended training and provide reporting. Finally, it demonstrates the learning management system and its features for managers and trainees.
Cosa 2010 whats on the horizon liz pittssirsidynix
This document summarizes the presentations and product announcements from the 2010 COSA USER CONFERENCE held on October 26-27 on the Gold Coast. It outlines enhancements to the Horizon and Symphony integrated library systems, including new features for circulation, requests, holds, and stock rotation. It also describes the new Portfolio digital asset management system and BookMyne iPhone app enabled by new Horizon web services. Finally, it provides the 2010-2011 roadmap for upcoming releases of these and other SirsiDynix products.
The document outlines the agenda and presentations for the 2010 COSA User Conference held on October 26-27 on the Gold Coast. It includes summaries of presentations on SirsiDynix products and services, including a focus on improving customer support, new product features and roadmaps, and services to help libraries optimize their technology and better serve users. There is also information on the SirsiDynix team members in attendance and a message that SirsiDynix is there to listen and help libraries respond to changing needs and pressures.
Slide presentation on web site analytics for UIBE, believe me when I say you want to watch the video on this one. Video will be at the end of this one when done.
This document summarizes presentations from the 2010 COSA User Conference held on the Gold Coast. It introduces the SirsiDynix Library Relations Managers team, provides biographies of several team members, and outlines the roles and responsibilities of the LRM team in supporting customers. It also summarizes presentations on SirsiDynix customer support initiatives aimed at issue resolution, and on sales, services, and the Asia-Pacific team. Finally, it discusses the new SirsiDynix Strategic Partner Program and current product enhancement process.
The document discusses SirsiDynix's Discovery Platform, including the Portfolio digital asset management system. It provides an overview of the key components and features of the Discovery Platform, including the Enterprise and Portfolio applications. The Portfolio system allows libraries to provide access to local digital collections and remove silos between repositories. It supports various digital asset types and formats and provides tools for staff to manage assets and metadata.
The document discusses SirsiDynix's Discovery Platform, which provides a comprehensive interface for library patrons to access a library's catalog, electronic resources, and digital assets. It includes the Enterprise product that allows for searching across indexed data sources and customizable interfaces, and the Portfolio product which allows libraries to manage their digital collections and provide access to assets like photographs, newspapers and documents. Key features highlighted include faceted searching, integration with ILS systems, and administrative tools for content management and reporting.
The document discusses the acquisitions process observed at a university library and recommendations for improvements. It describes the current process for acquisitions tasks like receiving purchase requests, ordering titles, receiving and invoicing, cataloging, and processing. Recommendations include standardizing request forms, selecting a primary vendor, automating ordering and receiving in the integrated library system, integrating catalog records from vendors, and reassigning some tasks. The department has since implemented many of the recommended changes and improved workflows, but there is still room for further progress.
The document discusses the results of an analysis of the acquisitions and cataloging processes at Weber State University's Stewart Library. It describes the existing processes, identifies issues and inefficiencies, and provides recommendations for improvements. The recommendations include standardizing request submission and order processing, selecting primary vendors and ordering electronically, receiving and invoicing orders in the integrated library system, and integrating cataloging with acquisitions to streamline workflows. The document concludes that while not all changes were successful, the improvements have led to ongoing discovery and progress.
Meeting the aims of Plan M and streamlining metadata workflows with the BDS A...CILIP MDG
This document introduces Bibliographic Data Services (BDS) and their new Academic Library Licence (ALL) which aims to streamline metadata workflows for academic libraries in accordance with Plan M. The ALL provides a subscription for the creation, curation, supply and sharing of metadata for library holdings and acquisitions. BDS will create high-quality MARC records adhering to standards like RDA, using their process of upgrading records from trade to confirmed status. The ALL supports automated workflows for ordering and receiving records to match library resources. It is presented as helping libraries reduce costs and carbon footprints through centralized cataloging activities.
Making the Big Move: Moving to Cloud-Based OCLC’s WorldShare Management Servi...Charleston Conference
The library migrated from their previous integrated library system to OCLC's WorldShare Management Services over a 6 month period. They moved their search, circulation, and catalog infrastructure to the new cloud-based system. The migration process involved preparing data for transfer and working through various technical issues. The library has made changes to workflows for acquisitions, technical services, and electronic resources management as a result of the new system. They have also provided feedback to OCLC on ways the system and services could be improved.
This document summarizes the key announcements and product updates from SirsiDynix at the 2010 COSA USER CONFERENCE. It highlights new features for Horizon, Symphony, Portfolio, Enterprise, and the BookMyne iPhone app. Major updates include rental fees functionality in Horizon, the Item Group Editor and XML report output in Symphony, and the replacement of Horizon Digital Library with Portfolio. Web services and the BookMyne app were also announced to improve mobile access to library resources.
There is a growing trend towards a consolidation of services for Electronic Resource Management (ERM), A-Z journal listings, full text link resolving and discovery services under a single service provider. In many cases, the adoption of a discovery service from a provider that is not the same as the libraries' existing link resolver service means managing multiple knowledgebases. In this session, 3 libraries will provide an overview of their experience and strategies for maintaining separate link resolving and discovery services in lieu of adopting a full suite of services from a single service provider. Each speaker will provide a case study on the advantages and/or challenges of managing their chosen discovery service, EBSCO's EDS, Ex Libris' Primo and ProQuest's Summon, in conjunction with the CUFTS/GODOT open source knowledgebase/link resolver.
Presenters:
Leanna Jantzi, Electronic Resources Copyright Librarian, Capilano University
Jennifer Richard, Academic Librarian, Acadia University
andra Wong, Electronic Resources Librarian, Simon Fraser University
This document summarizes the key announcements and product updates from SirsiDynix at the 2010 COSA User Conference. It outlines new features for Horizon, Symphony, Enterprise, Portfolio and the BookMyne mobile app. Major updates include enhanced holds, fees and circulation functionality in Horizon; improved asset and content management in Portfolio and Enterprise; and expanded mobile access and reporting via the BookMyne app and Symphony. It also provides the roadmap for releases through 2011.
Embracing Changing Technology and New Technical Services Workflows in Migrati...NASIG
In 2015, Radford University’s McConnell Library migrated to OCLC’s WorldShare Management Services (WMS), relinquishing three legacy systems in the process. As a result, many of the Collection and Technical Services Department’s workflows changed considerably beginning months before the contract was signed. An extensive temporary departmental focus on data clean-up and training was required while maintaining core duties. New opportunities for collaboration and communication emerged. In light of developing new workflows, Core Competencies for Electronic Resources Librarians and Core Competencies for Print Serials Management were consulted in revising positions. This presentation focuses on the process, management, communication and outcomes involved in migrating to a new next-generation library management system.
Kay Johnson, Head of Collection and Technical Services
Jessica Ireland, Serials & Electronic Resources Librarian
The document discusses various issues related to law library management. It addresses challenges facing different types of law libraries, including pressures on firm libraries to change their service models due to factors like consolidation and increased client demand for cost-effective services. It also discusses budgeting, collection development, measuring collection usage, and providing services beyond traditional reference through activities like competitive intelligence and knowledge management. Law librarians are encouraged to leverage their skills to provide leadership in research and other services.
This document outlines the agenda for the 2010 COSA User Conference held on October 26-27 on the Gold Coast. It includes welcome addresses and presentations from the COSA Chair and SirsiDynix's COO. SirsiDynix presentations provide updates on their product roadmap, new services and support offerings, the BookMyne iPhone app, and their focus on the APAC region. SirsiDynix emphasizes their commitment to improving customer support and being responsive to customer needs.
Getaneh Alemu (Southampton Solent) - The existing challenges and opportunitie...sherif user group
This document summarizes the existing challenges and opportunities in the cataloguing and metadata function of Southampton Solent University. It discusses efforts to catalog print and electronic resources using standards like RDA and WebDewey. It also covers the implementation of discovery services like Primo and efforts to meet user needs through continuous metadata enrichment. This includes importing controlled vocabularies, standardizing records, and avoiding duplication through techniques like WEMI and FRBRization. The goal is to provide rich, high quality, and interoperable metadata to improve resource discovery.
Sherif Metadata Talk - London (June 25th 2018)Getaneh Alemu
This document summarizes the existing challenges and opportunities in the cataloguing and metadata function of Southampton Solent University. It discusses how the university has shifted to primarily electronic resources and moved to enrich metadata through standards like RDA. It also touches on balancing metadata quality with completeness while avoiding duplication through techniques like WEMI and FRBRization. The future of metadata is discussed as being enriched, linked, open and filtered.
Everything you always wanted to know about WorldCat (but were afraid to ask) ...CILIP MDG
1) The document provides an introduction to WorldCat, the world's largest bibliographic database maintained by OCLC, including its structure, contributing methods, cataloguing clients, formats and standards, quality control processes, and tools.
2) It discusses how matching and merging of records is done in WorldCat, focusing on factors like title, publisher, and extent that are considered to determine if records should be merged.
3) The presentation concludes by answering questions from attendees about issues like retaining records without holdings, data standards for integrating museum library collections, and searching capabilities in WorldCat.
The document outlines the product roadmap and future releases for SirsiDynix software. Key highlights of Symphony 3.4 include power user tools, an item group editor, and circulation enhancements. Future Symphony releases will focus on mobile access, international support, and interoperability with other systems.
This document discusses Sakai 2.10, the Sakai community, and the future of Sakai. It provides an overview of anticipated features for Sakai 2.10, including updates to announcements, assignments, chat, Dropbox, editing tools, forums, and tests/quizzes. It discusses the goals and timeline of Sakai 2.10. It also discusses the worldwide presence of Sakai installations and the flexibility of the Sakai community source model. Examples of community contributions and the future of features like peer assignments are mentioned.
This document discusses APIs and web services for the Symphony integrated library system. It provides information about the Symphony API subscription package, which includes consulting, training, and documentation. It also discusses the Symphony web services, which allow standard access to Symphony data using XML. Examples are given of libraries implementing web services integrations for open data access, ebook authentication, and searching from a Chinese writing tablet.
Similar to Cosa 2010 services presentation mala & carol (20)
1. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
At Your Service
Carol Forlonge & Mala Singapuri
SirsiDynix
2. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SIRSIDYNIX SERVICES
• Variety of services to address the needs of libraries
• Include:
– Data Services
• Bibliographic Enhancement – Analysis, Clean-Up, Upgrade, De-
duplication Services
• Authority Cleanup and On-going Processing
– Consulting Services – SureStart, SureSailing
– Platinum and Premier Platinum Services
3. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
DATA SERVICES
Section 1
4. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
DATA SERVICES
Bibliographic Enhancement – What is it?
The enhancement of a Library’s bibliographic records though Analysis,
Clean-up, Upgrade and De-Duplication.
The purpose:
To enhance the records in a Library’s holdings allowing for accurate,
corrected and updated information for each MARC record, enabling the
Library to operate more effectively and efficiently.
5. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BIBLIOGRAPHIC ANALYSIS
• Provides a profile of the records in the database – description as well as
some indicators for their quality
• Generally the first step, i.e. first look at the data – allows Library to see if
other projects (de-duplication, authority processing or clean-up) are
required
• Automated overnight analysis – no downtime for the Library
• Only data extracted is MARC bibliographic, authority and community
information. No patron, circulation or acquisition data is extracted.
6. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BIBLIOGRAPHIC ANALYSIS
• Up to 17 standard reports are provided to the Library
– Provides insight into the contents of the Library
– GMD usage
– Subject thesauri used
– Name headings missing death dates
– Database Duplication rate
– Cataloging errors such as two 245 fields
– Obsolete MARC fields/values used
7. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BIBLIOGRAPHIC CLEAN-UP
• Fields and text in the bibliographic records upgraded and loaded back into
the ILS
• Updates based on information already in the record
• Corrects common mistakes
– Based on 30 years of experience with libraries
• Implements AACR2 and MARC21 changes
• Enhances value of local records—those which wouldn’t exist in other
databases
• Available separately or combined with authority processing
8. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BIBLIOGRAPHIC CLEAN-UP
EXAMPLES
• Generate missing data
– Creating an 008 tag using data from other tags of the MARC21 record
• Correct data structures
– Inserting missing subfield codes into the 020 ISBN field
• Update structure
– Changing field 305 to 300
• Correct invalid data
– Example: “Untied” States to “United” States
• Re-format
– Normalize and properly format GMD
– Remove dashes from ISBN
9. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BIBLIOGRAPHIC UPGRADE
• Upgrade MARC records using Library of Congress or other MARC records
• For example:
– Brief retro-conversion records
– Brief order records
• Workflow:
– SirsiDynix extracts customer data
– Customer data is batch matched against target database(s) using
customized match profile
– Customer data is overlaid with target data, retaining any customer-
defined local fields and all linked transactions (circs, orders, etc)
– Enhanced data is re-loaded to Symphony or Horizon
• Customize load procedures eliminate or drastically reduce cataloging
down time
10. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
DE-DUPLICATION SERVICES
• Processes a copy of the Library’s bibliographic database to identify, merge,
and remove duplicate records
• Process identifies pairs of duplicate records based on a match of selected
keys, e.g. ISBN, OCLC number, author/title
• When duplicates are matched Library decides on the ‘master’ record &
which record is merged and deleted
• Working with the Library – further analysis of the records will be made
before the SirsiDynix MARC specialist begins the final move of items from
duplicate records to ‘master’ and merge of unique bib fields such as call
number/subject headings and delete the duplicate record.
11. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
DE-DUPLICATION SERVICES
• Superior numeric and textual matching algorithm
• Automated transfer of items
• No impact on circulation functions
• Improved matching for add-on collections
• Improved selection of master bibliographic record
• Allows for multiple levels of matching
– Standard
– Relaxed
– Numeric only
12. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
AUTHORITY PROCESSING
• Matches headings in your bibliographic records with thesauri such as the
LC Name, LCSH, MeSH, or GSAFD
• Updates the headings in your bibliographic records
• Provides full authority records with
– Cross references
– Scope notes
• Enhances bibliographic content and structure
• Helps patrons locate “library’s” resources
13. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
AUTHORITY PROCESSING
• Cleans up the heading fields in bibliographic records
• Provides current authority records
• Expands abbreviations
• Corrects subfield errors
• Corrects explicit dash-dash
• Deletes non-filing articles
• Subfield-v heading flips
• Bibliographic Cleanup Service is included
14. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
Flow Of Events
Week 0 Receipt of purchase order
Week 0 Authority control processing questionnaire delivered
Week 1 Conference call to answer any question regarding questionnaire, process or
options
Week 3 Data extraction from library ILS (*Limited cataloging begins: two weeks)
Week 3 Authority processing begins
Week 5 Updated bibliographic and authority record reload (~1 day) (*Limited cataloging
ends)
Week 5 Update browse, keyword and thesaurus indexes (scheduled during closed
hours, weekend or evenings)
*Schedule based on 400,000 titles
15. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SAMPLE ISSUES
• Add genre authority format
• Add genre (655 field) to cataloging formats
• Add subfield ‘v’ to all cataloging format policies
• Analyze custom formats
• Suspend title control key changes
• Update cascading subfields list (*automated)
– At one site this step alone authorized an additional 60,699 headings
• Analyze/resolve duplicate title control keys (*automated)
16. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CONSULTING SERVICES
Section 2
17. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CONSULTING SERVICES
• Consulting Services are the cornerstone of SirsiDynix’s work with libraries
• Covers a wide range of services including:
– SureStart
– SureSailing
– Go-Live Consulting Visit
– Enterprise/e-Library customization
– API Training
– Web Services
18. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SURESTART
• Layer of consulting support designed to smooth the transition for libraries
during their first year on a new ILS.
• Resource for the entire staff, not just system administrators.
• Addresses issues outside the scope of education services training.
• Topics include:
– customizing workstation properties to streamline staff workflow
– refining configuration policies
– selecting, configuring and scheduling reports that track productivity,
communicate with patrons and maintain efficiency of procedures
– configuring the public interface
– consulting with staff members who are working with specific modules
– developing strategies for maintaining systems and databases
– investigating and reporting techniques to help libraries communicate most
effectively with their staff and SirsiDynix
– planning for the upgrade process
19. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
GO-LIVE CONSULTING VISIT
• Our SureStart Consultant arrives onsite for the Go-Live date to answer
questions from library staff, assist the system administrator and perform
any necessary review sessions to make sure the staff is prepared to handle
the day-to-day tasks using the new ILS.
• This visit is a less structured than the formal training sessions that have
already taken place allowing questions to be addressed as they arise.
20. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
SURESAILING
• SureSailing is a service for all libraries. SureSailing offers the same level of
comfort and support new clients receive during their first year with
SureStart.
• SureSailing is also a series of scheduled telephone conversations with a
senior consultant – available in packages of 4, 6 or 12 calls per year.
• Topics can include:
– general concerns any of the departments are having with software
– discussion on anything that would make their jobs easier from reports to
configuration options to global data edits
– review patron comments about using the OPAC and discuss customization options
to serve them better
– review plans for testing and installing Unicorn upgrades
– implementing new features or modules
21. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CONSULTING REVIEW
Configuration Options:
• Update configuration to incorporate new user functionality or changes in
library policies & collections.
• Policy Review: Streamlining policies for easier administration
• Data Review: Analysis of current data & formats and plans for change
• Report Review: Analysis and update of report setup
• User Interface Review: Review options to enhance user experiences
22. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
PLATINUM SERVICES
THE NEXT LEVEL OF SERVICE FOR SIRSIDYNIX SYMPHONY
Section 3
23. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
PLATINUM SERVICES OVERVIEW
• Two levels of Platinum Services:
– Platinum
• Available to all customers
– Platinum Premier
• Available to onsite customers with a minimum of $40K total
recurring revenue or and SaaS customers with a minimum of $80K
total recurring revenue
24. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
TRAINING
• Get the most out of your ILS systems by having your team fully trained on
core functionality or latest features and enhancements.
• Train new hires and employees moving into new roles at any time, all with
the peace of mind that there's no extra cost.
Standard Platinum Platinum
Premier
Unlimited eLearning training for a specific number of users $ 10 30
Access to electronic training documentation for customization
Three hands-on lab training courses (1 attendee/course) $
20% discount on onsite, custom, or hands-on lab training
25. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
BEST PRACTICES & CONSULTING
SERVICES
Standard Platinum Platinum
Premier
Dedicated Library Relations Manager
Annual review and account planning with your Library
Relations Manager
Custom consulting hours for custom report, global database
changes, data transfers, portal customization or integration
with other software products
$ 6 hrs/yr 20 hrs/yr
Sure Sailing - Regularly scheduled two hour calls with a senior
consultant to review best practices, report setup and
configuration, system administration, planning for upgrades
and enhancements as well as general questions.
$ Quarterly Monthly
20% discount on additional consulting hours (bundle of 10
hours)
$ $
26. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CUSTOMER SUPPORT
Standard Platinum Platinum
Premier
Standard technical support 8-5 M-F 24/5 24/5
Technical support: critical level 1 issues 24/7 24/7 24/7
Weekend and evening upgrade support (schedule at least two
weeks in advance)
Priority call handling and resolution with a dedicated Platinum
Services toll-free number
Client Care Portal and Knowledge Base access
Number of authorized contacts that can call or open cases
with Client Care
4 5 5
27. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
API
Standard Platinum Platinum
Premier
Access to all SirsiDynix APIs and training,
including new releases and upgrades, as well
as API support and training during your
maintenance term
$ $
28. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
DATABASE ENHANCEMENT
SERVICES
Standard Platinum Platinum
Premier
MARC records update with full SmartSOURCE service $ $
Authority update service (quarterly updates - must
have authority processing done within past 18
months)
$ $
Authority cleanup processing 10% discount $
29. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
OPTIONAL USER CONFERENCE
TRAVELStandard Platinum Platinum
Premier
User conference registration fees
Hotel
Travel (airfare, rail, car rental, taxi, airport parking…)
Meals and incidentals
Platinum Services customers have the option to include user conference travel
expenses in their maintenance
We will include an extra per-person deposit to the annual maintenance: AUD3.5k
Attendees submit actual expenses to SirsiDynix
We reimburse the individual for up to 100% of the actual costs incurred
Unused contributions expire at the end of the maintenance term
30. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
PLATINUM BENEFITS FOR OUR
LIBRARIES
• Improved productivity and customer experience
– Expanded access to services, best practices, and ongoing training allows the library
to be more efficient and productive while delivering a better experience to your
customers.
• Access to exclusive, Platinum Services only benefits
– Examples include weekend and evening upgrade support, access to electronic
training documentation, global 24*5 support and a dedicated priority support line
• Easier to get the services you need
– Bundled packaging provides an array of benefits they may otherwise get
– Customers simply sign the quote to purchase Platinum Services
• No legal contract is required
• Lower the library’s costs for additional services
– Easy-to-understand pricing and Platinum Services discounts lower the library’s
overall costs
• Option to include user group memberships and conference costs in maintenance
31. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CUSTOMER PRICING
Onsite SaaS
New &
Existing
20% of recurring fees 10% of recurring fees
The Platinum Services price applies to all annual fees
Including maintenance, SaaS fees, third party subscriptions, hardware maintenance,
etc.
Minimum price of $2,500 a year.
32. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
THE FINE PRINT
• Platinum Services benefits are available only during the term
– Unused benefits do not carry over to subsequent years
• Customers can sign up at any time
– Annual fees can be prorated
• Value Bundles
– Platinum Services will have the same annual maintenance cap that is
in a customer’s existing Value Bundle agreement
– Value Bundle customers will be allowed to drop the Platinum Services
on the first anniversary
• First year “trial period” to experience the value before committing
to a long-term contract
• Advanced notice required if the customer decides not to renew
33. 2010 COSA USER CONFERENCE | 26-27 OCTOBER | GOLD COAST
CUSTOMER WELCOME PACKAGE
• Welcome Package:
– To maintain the high-end feel and brand to Platinum Services, each
customer will receive a customized welcome package when they join
the program
– Welcome package includes a custom packaged iPod Touch with a pre-
loaded welcome message recording from Matt Hawkins